This will guide you on how to create and delete a Boberdoo plugin.
From the Admin dashboard, click on Apps and select Plugins.
Click on the "Add Plugin" button.
Configure the following:
Name - Name of the Boberdoo plugin.
Type - Select Boberdoo
Plugin Label - Type the name of the Button. (ex: Click Here!, Get Result!, Get Quotes!, Submit!, etc.)
TalkPro Share - Select the TalkPro share for this plugin (For more information, click How to Add TalkPro Shares)
Action - Select either "Transfer" or "Lookup".
- Transfer - Post the lead to Boberdoo CRM and transfer the call.
- Lookup - It will just post the lead to Boberdoo.
Action Options: select the Transfer method this plugin will do.
- 3 Way Conference Call - Auto Dial
- 3 Way Conference Call - Manual Dial
- Blind Transfer
Status - Option to Activate or Deactivate the plugin.
Run on background -
Delay Seconds - If needed, enter the number of seconds before transferring the call.
Click on the "Create Plugin" button to create the plugin.
How to delete the Boberdoo plugin.
On the show plugins section, click on the action button of the Bobderdoo and select "Delete"
A dependency window will appear that the Boberdoo plugin is used on other applications. In order to delete the Boberdoo plugin, you need to remove or unassign it from another application.
Click on the "View" button to redirect you to the settings where this Boberdoo plugin is used.
Once the "Boberdoo" is removed from another application, click on the "Refresh" button and it will ask you if you want to continue and delete the plugin.