CRM - Why are the activities created by the integration not assigned to me in the CRM?

Charlotte
Charlotte
  • Updated

When an event needs to be logged in the CRM, we will search for the email address of the Onoff Business user among all CRM users. If we find a match, then the event (call/SMS/VM) will be logged in the CRM and assigned to the corresponding user. For example if the Onoff Business account is marie@yourcompany.com and the crm account is marie@yourcompany.com > then the calls/SMS/VM related to Marie's number will be logged and assigned to Marie.
If there is no match, then the event will be created and assigned to the current contact owner.
Otherwise, if the contact doesn't have an owner, the event will be logged but will remain un-assigned.

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.