Can I integrate Handle with my phone system to get screen pops? Struggling to quickly access, update, and share customer updates with your team? The Handle Agent runs quietly in the background and integrates with your phone system. It will pop up when a call comes in, displaying the account of the customer calling. With just a click of a button you can search for accounts, keep multiple accounts open in tabs, and access equipment details. read more
- How do screen pops work with the Handle agent?
- How do I install and setup the Handle Agent?
- How do I setup Handle with my phone system?
- Can I customize the information that's displayed when someone calls?
- What if a call comes in and is not found in Handle?
- Can I search and find the same information that’s in the desktop version?
- What account information is available?
- Can I change the layout of the account screen?
- Can I update or add information to an account or prospect using the Agent, like a sales call or a note?