Configuration - Company Information

Questions / Support Articles related to the Company Info section

What is the difference between “Company Name” and “Contact Name” on the Company Info tab?
The "Company Name" field is the Ricochet Company Name that we log, and "Contact Name" is the account name we log for your account. Ap...
Wed, Apr 21, 2021 at 12:09 PM
What is the phone number used for on the Company Info tab?
The "Phone" section is to identify a main contact phone number for the Ricochet account.  This has no effect over inbound/outbound calls withi...
Wed, Apr 21, 2021 at 12:10 PM
What is the Global Caller ID section used for?
The Global Caller ID section of the Company Info page will allow you to enter a Caller ID that will be used only in the event that: -- The Agent does...
Wed, Apr 21, 2021 at 12:23 PM
What is the Token?
The Token is unique to your Ricochet account and is used when identifying your account for posting leads into your Ricochet platform. Applicable User...
Wed, Apr 21, 2021 at 12:27 PM