AVANSER Support | Self Serve - Legacy Portal

Self Serve - Legacy Portal
Xplan: Integration Setup
AVANSER’s new Xplan integration provides automated file noting against individual client contacts, combining call and transcription data. Each time a call is sent to Xplan, a file note is created with the full call data, attached call recording file ...
Legacy Portal: Configuring Salesforce Integration
The AVANSER Salesforce app provides AVANSER’s call tracking functionality directly within Salesforce. Calls and SMS to an AVANSER tracking number will be created within Salesforce and linked to any related Leads, Accounts, Contacts or Users by the ...

AVANSER Support | Self Serve - Legacy Portal | Knowledge Base