heather, Author at Nectar Desk Knowledgebase

Giving Agents SMS Capabilities

In order for agents to send and receive SMS messages, access needs to be granted to their account. You can grant access using the following steps: Log in as an administrative user Click on Settings in the left side menu … Continued

To Send an SMS Message

To send a new SMS message to a client or customer you must first be logged in as an agent that has access to send SMS messages. If you have access to send messages you will see an SMS menu … Continued

Messaging History

You can get a quick overview of all received messages by viewing the Messaging History screen. The Messaging History tab is located in the left side menu. On the screen, you will see a truncated version of messages received. It is … Continued

Obtaining your API Key From Active Campaign

From the drop-down menu in the top right of the screen (1), select the menu item My Settings (2). Next, on the left of the screen click on Developer (3) which will display the developer settings screen. Here you will … Continued

Setting up ActiveCampaign in Nectar Desk

To learn how to integrate ActiveCampaign with Nectar Desk, watch the video or follow the instructions below: Thanks to this integration, log your calls and SMS details into the CRM and keep all agents’ activity under control. Before starting the process … Continued

Active Campaign: Create Contact

To learn how to create contacts in Active Campaign directly from the Nectar Desk dial pad, watch this video or follow the instructions below: Enabling the “Add Contacts button which creates contacts into Active Campaign from Nectar Desk Dial Pad” … Continued

Active Campaign: Add Note

To learn how to add notes to contacts in Active Campaign directly from the Nectar Desk dial pad, watch this video or follow the instructions below: Enabling the “Add Notes button which creates notes into Active Campaign from Nectar Desk … Continued

Active Campaign: Create Deal

To learn how to create deals in Active Campaign directly from the Nectar Desk dial pad, watch this video: Enabling “Add Deals button which creates deals into Active Campaign from Nectar Desk Dial Pad” in the settings for Active … Continued

Active Campaign: Log Every Call

To learn how to log calls in Active Campaign using the Nectar Desk integration, watch this video: Enabling “Automatically log every call associated with Active Campaign” in the settings for Active Campaign will automatically log every call (that has … Continued

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