Joel Mayer
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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...
Refresh Conversations
Refresh Conversation View to get the latest updates on conversations with a record and be confident you are up to speed on the latest developments. Refresh Conversations In Conversation View, click...
View Email, Call and SMS history
Conversation View empowers you to view phone calls, SMS and email messages inside Salesforce so you can track Conversations that were performed with Leads, Contacts, Opportunities, and Accounts in ...
InstaQueues (Outbound)
Conquer Voice Queues are similar to creating a personal Campaign, but only the InstaQueue creator can access it.To manage your Conquer Voice Queues, navigate to the Queues subtab of the “DS User” t...
Adding the Cadence Actions Component to Salesforce Objects
Adding the Cadence Actions component allows managers to add Cadence Actions to a Salesforce Object of choice. Cadence Actions can be added to Lead, Account, Contact, or Opportunity page layouts. Su...
Idle Timer Profiles
Idle Timers Overview When incoming calls to a queue are configured to be delivered using the round-robin method, Idle Timers help to determine which agent should receive the inbound call if more th...