Unite - Downloading Application
Summary
This article will go through how to download the Unite application. If you have any issues, please contact our support team at support@calltower.com
Download
Click the icon below to download and install:
Once installed, you will be asked for an "Access Code:" The access code is: MCTWR
Click "OK"
Select "Log in" and select "Accept" on the "Permissions Request"
If you have single sign-on, Unite will log you in. If you do not have a single sign-on, you will enter the credentials you use for MS Teams
Configuration
Once downloaded, open the app and select "Configuration."
Click on "Integrations" and then select "(Add new)"
From the drop-down, select your CRM (in this example, Salesforce)
Select "Set" and then "Save"
Once you have selected your CRM, you will need to enter your Client ID (In this example, Salesforce)
Scroll down to "Activities" and from the drop-down "Pop automatically on inbound" select "Ringing"
Check the box for "Create activity on call end" and then select "Save"