1. Click on “COMMUNICATIONS”, select “PHONE CALL” then click “VIEW LIST” to view the overall list of phone calls. Click on ‘MY LIST’ to view ‘PHONE CALLS’ list for yourself.
2. To add, click “ADD”
Description:
A | Select your contact/prospect. |
B | Key in the company’s name of your contact/prospect. |
C | Please key in description of the call/problem. |
D | Please state cause of the problem. |
E | Please state the action taken. |
F | Please select the date and time of the call. |
G | Please state purpose of the call. You may select “inbound” or “outbound”. “Inbound” means call in while “outbound” is call out. |
H | Please select category of the call. |
I | Please state the sub-category of the call. |
J | Please state call status whether the issue is closed or requires follow up. |
* When completed, the end date of the contact with customers will also be updated by the system automatically.
3. To download list calls made by clicking on (A).
