Joel Mayer
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DS Management Overview
The DS Management tab is where account-wide Conquer Voice settings are configured. There are several sections here, all of which contain a lot of powerful tools. Agent List: shows a list of all ...
Sandbox Refresh Reminders for Conquer Voice
Overview Many Salesforce-based users will utilize a Conquer connected sandbox org for staging and testing before moving any changes over to a Production org where it might impact users’ workflow an...
Lightning Enterprise Path Setup for CTI
To set up the Enterprise package in SFDC Lightning orgs, follow these steps. SFDC Classic orgs and the standard package do not require this. If the client org is on Lightning during the Enterprise ...
Conquer Scheduler Setup
Overview Conquer Scheduler is a tool by Conquer that helps reps and service agents schedule meetings with prospects, while allowing prospects and customers to book meetings with sales and service t...
Cadence Touchpoint Notes
You can access Notes from both the Cadence Utilities drawer and Cadence Actions on a Salesforce record by clicking Actions Dropdown and then clicking on Notes. Overview Notes are Cadence touchpoint...
Filter Conversations
You can filter out conversations by the date they were created to find a message that was sent or received during a certain timeframe using the Conversation View filter. You can also search conver...
Conquer Scheduler - Sending a Link
Meeting Link Generation CONQUER Scheduler is a tool built by Conquer that allows reps and service agents to easily schedule meetings with prospects and allows prospects and customers to easily sche...
CONQUER Holiday Office Closures
In the interest of providing as much notice as possible, we've collected a list of holidays for 2026 during which our offices are closed. Some holidays might fall on weekend dates, so offices will...
Adding a Call to a Current Call
Overview Whether you need to bring an additional person into your conversation or transfer the call to another resource while you are on an active call, adding a call via Click to Dial, Quick Dial,...
Unable to create Campaign
My agent is unable to create Campaigns... Verify that agents have the necessary permissions Ensure they have the “Export Reports” permission in Salesforce, which is essential for exporting report...