CRM - Customer Relationship Management

Calls

How to Create Calls:

• 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.

Related Link and Suggestion:

• Search Calls
• Sales Enquiry
• Create Task