Record separate calls on several different customers where the information is mostly the same. The customers must already be saved to the Call to Action (CTA) list.
- Open the Call to Action list from the link on the header bar or from My Data, Call to Action List on the main menu
- Ctrl + Click to on the relevant rows to select the customers you wish to record calls against
- Under the Actions tab click Record Contacts
- The selected names are displayed under the Actions tab in the Customers section
- Use the slider to switch off Remove customers from CTA List after creating contacts/appointments if you do not wish the customer to be removed from the list
- Complete the contact record with the relevant details
- Click the Save & Next button on the ribbon to move to the next customer. The call record will be copied.
- Edit the call record appropriately for the active customer
- Continue working through the list using the Save & Next and Save & Back buttons until the last customer call has been completed
- Click the Save and Exit button to save the last contact record