Connecting RingCentral

Edited

This document provides a step-by-step guide on how to link your RingCentral account with MPCRM, along with answers to frequently asked questions regarding the integration.

Steps to Link Your RingCentral Account

To successfully connect your RingCentral account with MPCRM, please follow the steps outlined below:

  1. Go to your Settings page.

  2. Find and click the VoIP Phone tab.

  3. In the RingCentral section, click Connect your account.

  4. You will be redirected to a RingCentral authentication page where you can enter your RingCentral credentials.

  5. Once authenticated, your account will be synced.

Frequently Asked Questions (FAQs)

How do I view my RingCentral Calls and SMS?

You can find these logs on a per-client or prospect profile in the notes section by following these steps:

  1. Use the search bar to select a client or prospect.

  2. Click the Notes (Pencil Icon) in the left navigation.

  3. Click SMS Log under the Logs widget.