CRM › Interaction Centre
Interaction Desk
What is waiting, who is available, and what is happening right now. Click to call, take a call, and close it with what it was about.
Where to find it
- Module: CRM
- Group: Service & Engagement
- Section: Interaction Centre
- Screen: Interaction Desk
Address in the console: /crm/interaction-desk
Workspace · 0 columns
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.