Reassign calls in Tenfold Desktop UI

Reassign a call to a different CRM record

A phone number associated with a CRM record can be changed easily by Reassigning it to a different one in the Tenfold Desktop application by completing the steps below:

• Navigate to the call in the Tenfold UI that was associated with the incorrect CRM record.
• Click on the three dots displayed just beside the type of record under the home button.
• Click the “Reassign Call” button.
• Search for and select the desired record, or choose the new record type you want to create in the right corner.
• Upon selection, mention the required details for the new record and click on the CREATE AND ASSIGN RECORD button.

Unassign a call from a CRM record

• Navigate to the call in the Tenfold Desktop UI that has a CRM record associated with it.
• Navigate to the Info tab on the UI.
• Click the “Unassign” icon under the Phone numbers displayed as shown below.
• Confirm that you want to unassociate the phone number from the record.
• You will see the number will no more be seen under the Phone numbers.