Configuring Five9

Five9 is now integrated with the Lime Light CRM. If you have an account with this order confirmation provider, you can start taking advantage of the order confirmation technology that allows you to post data directly to them through an automated process.

To enable this in your CRM, you just need to send your request to support@limelightcrm.com along with the requirements to configure your Five9 account within the Lime Light CRM.

 The requirements to configure Five9 are the following:

  • Domain – This will be provided to you by Five9.
  • List – This will be provided to you by Five9.
  • Processing Mode – Include whether you want to Confirm All Orders, including Initials and Rebills, or, Confirm All Initial Orders only.
  • Alias - For internal purposes only to help you organize among multiple provider profiles within your CRM.

This provider will be assigned at the campaign level. Once the configuration with Five9 has been activated in your CRM, you can assign this provider by its “alias” under the field “Order Confirmation Account”.

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