Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Before, during and after making a call, and while a customer detail record is displayed on screen, you can add notes about the call. When you complete the call, the Dialer creates a task record that includes your notes.

To add notes about the call, type notes in the comments fieldĀ in the blue area above the customer details record.

Adding call notes

  • No labels