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Trellus Salesforce Integration
See how Trellus dialing works with Salesforce leads, accounts, and reports.
Watch guideCRM walkthroughs
Salesforce Walkthrough
See click-to-dial, power dialing, and parallel dialing in this Salesforce walkthrough.
Recorded walkthroughs may show earlier screens or settings.
Inside this recording
What you’ll see
Use these timestamps to find a moment in the player.
- 0:00Trellis Dialer Overview
- 0:12Parallel Dial Functionality
- 0:40Dialer Settings
- 0:59Automated Workflow
- 1:27Click-to-Dial
- 1:52Call Logging and Customization
- 2:02Setup and Conclusion
