1. Home
  2. Call Handling
  3. Configuring Users in the User/Intercom Selector

Configuring Users in the User/Intercom Selector

The Enhanced Call Handling features include a User/Intercom Selector where you can choose the turboDial User for an Intercom Call or a Blind Transfer. That User/Intercom selector also displays the logged-in status indicator for each turboDial User in your company.

There are two important steps required for a User to appear in this selector.

First, a User cannot appear in the User/Intercom Selector until they have been authorized as a turboDial User in your turboDial Management Account.

Then a second step is required to enable any authorized turboDial User to be included into the User/Intercom selector in turboDial. The User Record in Infusionsoft must include the User’s Infusionsoft ID email address in either the “Email” field or the “Email Address 2” field.

UserRecordEmailAddressThe User Records are located in Infusionsoft under the Infusionsoft Menu at Admin->Users.

Was this article helpful to you? Yes No