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.
create calls
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