CRM Sales and Purchase Accounts Payroll

Calls

How to update the Call details?

  • Go to CRM -> Calls ( Calls will be available in the left panel)
  • Record the lead name, their purpose for contacting users, subject spoken on, call type, call date and status of the lead.
  • Call Type, if it is be Inbound or Outbound, can be mentioned.
  • Time of the call with call Durations has to be given.
  • Click Create
  • Click Reset to escape the lead details.
create contacts

How to search for CALL DETAILS?

  • Click Calls ( Calls will be available in the left panel) to search the saved call details.
  • Use the Lead Name and the Status of the call details as filter to get the results.
  • Click Search to view all those call details available.
create call
See also

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