You can view and track communication - including calls and scheduled call backs - for contacts in your CRM using the Clik Remote Manager and Sales logins.
Go to the ‘CRM’ module from the left-side menu and select a company or create a new one.
Navigate to the ‘Communications’ tab to see the communication history. Click on ‘Create Call’ to add a new log.
Select the associated site from the drop-down or select ‘Add New Site’. Click ‘Next’.
You can then fill the details of the call, including the contact information and type of communication. Click ‘Save’ when the details are complete.
The new call log will then be added to the company communication history
You can also log call backs from the ‘Communications’ tab by clicking on ‘Create Call Back’ and adding the relevant details. This will also create a reminder for the call back.
Published: April 2020