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CRM walkthroughs

Using Trellus Dialing in Unify

See where to open Trellus and get started with dialing inside Unify.

2:40 watchTella

Recorded walkthroughs may show earlier screens or settings.

Explore Trellus for Unify
Inside this recording

What you’ll see

Use these timestamps to find a moment in the player.

  1. 0:00Introduction to Integration
  2. 0:19Accessing Tasks List
  3. 0:52Configuring Dialing Settings
  4. 1:11Starting the Dialing Process
  5. 1:22Managing Contact Information
  6. 1:43Voicemail and Number Selection
  7. 2:13Automated Workflow Efficiency