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Agents' Actions Are Not Syncing with a CRM

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When Dialer is integrated with a client’s CRM, all relevant data is synchronized between them. However, it may happen that agents’ actions are not syncing to the CRM. You can do the following in order to solve this issue:

  1. Go to your Dialer workspace, click Tenant, and select Remote Requests from the dropdown menu.
    On this page, you can check if there were any remote requests and how many of them were not completed.
  2. To see the list of these requests, select No in the Completed and Postponed filters.
  3. Click Search.

If there is a massive amount of uncompleted requests, submit a ticket to our support and ask them to check the sync of users. Our team will do its best to help you.

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