Sales and Purchase
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.
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.