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glance-intuit. com A platform for seamless and secure remote support and collaboration
Starting a GlanceGuest session :: Glance Help Refer to the Joining Sessions page within the Glance for Salesforce section Refer to the Genesys page within the Integrations section Different methods for joining a cobrowse session
Use Screen share with QuickBooks Live Use screen sharing when an trusted expert needs to view your QuickBooks Online or QuickBooks Online Accountant screen Screen share offers enhanced privacy, as QuickBooks Live can only see your QuickBooks session They can't view your desktop, browser tabs, or other applications
Use Screen share with QuickBooks Support experts Use screen sharing when an trusted expert needs to view your QuickBooks Online or QuickBooks Online Accountant screen Screen share offers enhanced privacy, as Experts can only see your QuickBooks session They can't view your desktop, browser tabs, or other applications
Use Screen share with QuickBooks Support experts Screen sharing is a tool that helps experts provide real-time assistance by viewing your active QuickBooks interface It offers enhanced privacy because experts can only see your QuickBooks session They can't view your desktop, other browser tabs, or other applications you have open
Join a Glance Session If you are using a CRM integration such as Glance for Salesforce, you can join a Cobrowse session by setting up a field from a standard object (Lead, Case, Person, Opportunity, etc ) as the Visitor ID
Getting Started - Glance Help Remote control can be used to navigate and manage configurations on the customer’s computer Glance Screen Share also gives agents the ability to open multiple customer sessions to work across multiple views if necessary