After a recent migration from Chorus, I have a large swath of calls that are not associated with an account. Any tips for going about this association process? Reports to get organized? Ways of easily doing large numbers of associations (vs clicking into each call and manually associating?)
Thanks to you all!
Great question! Before I ping our Gongsters,
@Andrew O'Driscoll do you have any thoughts or ideas around this?
Just wanted to follow up here
@DLNATL, hoping to tie this up for you ASAP. Thank you for your patience!