Call a customer in Teams
How a salesperson calls a contact, an account or a lead in Microsoft Teams from Parsware Sales, and records how the call went.
How a salesperson calls a contact, an account or a lead in Microsoft Teams from Parsware Sales, and records how the call went.
How a tenant admin creates a team, puts people in it, and deletes one — and why a team is not a role.
How to add someone to a team in the Admin Control Center, why the team tables in an app are read-only, and why Assign is not how you do it.