The first step is to make sure your team has been already added to your SnapCall workspace. You can find here a step by step guide to do so.
The next step would be to make sure SnapCall is available and installed in your CRM: not all of the platforms are supported but you can find here a list of supported CRM.
If you're using Zendesk, you can install on your Zendesk workspace our SnapCall app so that your Team can use SnapCall without leaving your CRM.
โ
Here are also other resources for different CRMs:
Link for the Livechat Marketplace
Link for the Intercom App Store
โIf you're using SalesForce, ServiceNow or Kustomer, you can connect your SnapCall Workspace to these using oAuth method. This will ensure that each interaction that your agents or customers will make on SnapCall, will be converted into a ticket in your CRM.