You can call a person using the My Call List or when you open a person in other places. If you open a
Tap to open the
address in google map.
Tap to open
company or person object.
You can tap a phone icon or link to make a call. Whenever a call is made an unreported call event is created.
After the call a follow-up menu will automatically pop up:
• Tap Report call to edit the unreported event and save it as a reported call event:
If the event has a connected questionnaire then it will open and you can collect customer feedback:
• Tap Did not answer to delay the call for 24 hours (and increase the counter of calls)
• Book new call. Opens the call event so that you can edit the event and its time.
• Book a meeting.
• Delete. Deletes the current unreported call.