How do I Configure Click to Call with Jive?

 

Applies to: R4 version

 

Please follow these instructions for each User in SalesNexus in order to set up Jive Click to Call:

1. Go to X > My Settings
2. Choose “Voip” Settings
   
3. Select “Jive” from the radio buttons that appear
   
   
4. Click on “Jive Settings"
   
5. Fillin in the connection information for your Jive Account
   
6. Click “Save”

 

 

Your Jive Client ID will be a set of numbers and letters in the following format:

xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx

 

The process above will need to be followed for each user that needs to make calls using Jive from within SalesNexus.