Search for an agent in PureConnect for Salesforce

You search for and call any agent in your organization from the directory.

1. Go to Menu > Directory.

   The full directory displays in a paged view, with the agent’s status listed below the name.

   Note: A green check mark indicates the agent is logged in. A red X indicates the agent is logged out.

2. Click the Search icon at the top of the Directory view.

3. Type the first few letters of a name or the beginning of an extension number.

   

4. To call the agent, click the extension number. Or to initiate an intercom chat, click Chat.