Contact or Call

Contents

- Contact or Call
- Related Programs

Contact or Call

Purpose

Contacts or Calls can be entered in the system for all communication with a
customer. Each call will get a status that allows contact management and
Follow Up of the call. This CRM functionality is also used for planning calls of visits.

Important Fields

New date:

If the Call is entered New, the current date will be stored in the system.

Concerns Department

Concerns Department

Follow Up Notes

Follow Up Notes

Contract entered by

Every time when a new Contact is entered, the actual system user will be
stored with the new contact.

by

by

Follow-up Needed at

Follow-up Needed at

Closed at

Closed at

Choose attachment

Choose attachment

Category

Category

Contact Notes

Contact Notes

In Progress at

In Progress at

Attachment

Attachment

Contact Person

Contact Person

New

New

Priority

Priority

Follow-up Needed at

Follow-up Needed at

Closed at

Closed at

Show On Route List

Show On Route List

In Progress at

In Progress at

Customer

Customer

Phone#

Phone#

Call Number

Call Number

Related Programs

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