Sometimes the data on your recordings doesn’t match or the rep incorrectly logs the call within their dialer or Salesforce. Clicking on the cloud next to the 1st line of the Call Card allows you to view the record in Salesforce or resync if the data is not matched correctly. This functionality is only available for customers using Salesforce.
Click on the cloud to resync with an account in Salesforce by typing in the Contact/Lead or the Account. You also have the option of syncing to an Opportunity.
Click save to automatically change the data that is displayed on the Call Card. A grey cloud indicates a call card that displays contact, title or account.
Syncing calls to Salesforce must be enabled at the Settings > User profile. Granting users the ability to perform "Two Way Sync on any calls" means that users will be able to sync to anyone's calls based on the user's viewing permissions.