Salesforce integration is available on the Mixmax Growth + CRM plan and above. Check out our pricing page for more information.
The Mixmax Call Disposition field included in the Mixmax Insights Salesforce package is used in the 'Calls per disposition this month' report. If you already have a similar Call Disposition field, you can edit the report to use your existing field. Otherwise, you can configure this field so it appears on the calls you made from Mixmax, and the call dispositions appear on the report.
Configuring the Mixmax Call Disposition field as a workspace admin
1. First, the Salesforce admin will need to ensure that the user/s who will be using this field have access to it in Salesforce. If you're unsure, consult your Salesforce admin.
2. Navigate to the 'Admin center' > Roles.
3. Select the Role of the user/s you want to configure this for and then go to the Salesforce tab.
If you are a non-admin user, you can go to Settings > CRMs & Live Feed instead. If you don't see the Salesforce Field Settings, it means your workspace admin manages your account's Role, and only they can configure your Salesforce fields.
4. In the 'Salesforce Field Settings', click the 'Get latest fields' button to refresh the fields if the 'Mixmax Call Disposition' field is not visible in the fields menu.
5. Then, under the 'Visible fields', click '+ Show another field' under Call to add Mixmax Call Disposition.
When successfully added, it appears in the Call type Tasks menu.
It also appears in all the Call options in Gmail:
