246 lines
25 KiB
Plaintext
246 lines
25 KiB
Plaintext
<%@ Control Language="C#" Inherits="BaseContentUserControls"%>
|
|
<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
|
|
|
|
<script runat="server">
|
|
protected override void Init()
|
|
{
|
|
PageTitle = PageCaption = "Comment appeler vos clients depuis votre CRM?";
|
|
MetaKeyWords = "CRM, appel, VoIP, IP telephonie";
|
|
MetaDescription = "CRM. Comment appeler vos clients depuis votres navigateur.";
|
|
|
|
var guides = new GuidesModel();
|
|
|
|
guides.CaptionRelatedTips = "Trucs& Astuces associés";
|
|
guides.Title = "Importation des autres sources";
|
|
guides.TitleVideo = "Share your documents with colleagues";
|
|
guides.RelatedTips = "Do you have some documents stored in other web-sources like Zoho, Google Docs or Box.net?";
|
|
guides.LearnMore = "Learn more...";
|
|
(Page as BasePage).Guides = guides;
|
|
}
|
|
|
|
</script>
|
|
|
|
<div class="MainHelpCenter">
|
|
<h1 class="subHeaderFeaturesCaption Guides_Video_Captions">How to call your customers directly from your CRM?</h1>
|
|
<div class="keyword_block">
|
|
<ul>
|
|
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/onlyoffice-crm/onlyoffice-crm.ascx" /></li>
|
|
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/voip/voip.ascx" /></li>
|
|
|
|
</ul>
|
|
</div>
|
|
<div class="video_ground video_trips">
|
|
<h2 id="introduction">Introduction</h2>
|
|
<div class="block_of_step">
|
|
<div class="screen_text">
|
|
<p>In the CRM module, you can not only maintain your customer base, but also organize interaction with any client in an effective way. The <b>VoIP</b> feature allows you to receive incoming calls from your customers and make outgoing calls right from a web browser using virtual numbers provided by the Twilio service. Incoming calls from new phone numbers that are not stored in your customer base are automatically saved as new CRM contacts. The information about phone conversations with customers is automatically added to the communication history of your CRM contacts. You can also use incoming call queue, record calls, receive voicemail messages, set up your own waiting ringtones.</p>
|
|
<p>This guide will show you how to add and manage virtual numbers and call your customers right from the <b>CRM</b> module.</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<h2 id="step1"><span class="style_step">Step 1. </span>Connect your Twilio account</h2>
|
|
<div class="block_of_step">
|
|
<div class="screen_text">
|
|
<p>To use the IP telephony functionality, you need to sign up for a Twilio account and connect it to your portal specifying API credentials: <b>Account SID</b> and <b>Auth token</b>. They can be found at the <a target="_blank" class="links" href="https://www.twilio.com/console">Twilio Console</a> page in the 'Account Summary' section. </p>
|
|
<div class="notehelp">
|
|
The ability to connect a Twilio account is available for portal administrators only.
|
|
</div>
|
|
<p>Click the <img alt="Settings Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/SettingsIcon.png")%>" /> icon at the top of the page to go to your portal settings and open the <b>Integration -> Third-Party Services</b> section. Click the switcher next to the <b>Twilio</b> service, specify API credentials in the appropriate fields and click the <b>Enable</b> button.</p>
|
|
</div>
|
|
<div class="screen_block">
|
|
<img alt="How to call your customers directly from your CRM? Step 1" target="img9_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide91/step1.png")%>" />
|
|
<img alt="How to call your customers directly from your CRM? Step 1" id="img9_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide91/step1.png")%>" />
|
|
<div target="img9_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<div class="screen_text">
|
|
<p>Once you connect your Twilio account to the portal, you will be able to add and manage virtual numbers. </p>
|
|
</div>
|
|
</div>
|
|
|
|
<h2 id="step2"><span class="style_step">Step 2. </span>Add a virtual number</h2>
|
|
<div class="block_of_step">
|
|
<div class="screen_text">
|
|
<div class="notehelp">
|
|
The ability to add and set up virtual numbers is available for portal and CRM module administrators only.
|
|
</div>
|
|
<p>To add a virtual number,</p>
|
|
<ol>
|
|
<li>In the CRM module, go to the <b>Settings</b> section on the left-side panel and click the <b>VoIP Settings</b> option.</li>
|
|
<li>Click the <b>Buy phone number</b> link.</li>
|
|
<li>In the <b>Number purchase</b> window, select the necessary number from the list of the available ones and press the <b>Buy phone number</b> button.
|
|
<p>If you already have some phone numbers purchased earlier in your Twilio account, you can use the <b>Link purchased number</b> option. In a new window, select one of the available Twilio virtual numbers and click the <b>Link purchased number</b> button.</p>
|
|
</li>
|
|
</ol>
|
|
</div>
|
|
<div class="screen_block">
|
|
<img alt="How to call your customers directly from your CRM? Step 2" target="img2_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide91/step2.png")%>" />
|
|
<img alt="How to call your customers directly from your CRM? Step 2" id="img2_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide91/step2.png")%>" />
|
|
<div target="img2_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<div class="screen_text">
|
|
<p>When the first number is added to your CRM module, you can use the <b>Buy phone number/Link purchased number</b> link above the <b>Virtual numbers and operators</b> list to add some other numbers.</p>
|
|
<div class="notehelp">
|
|
If you are using a trial Twilio account, you cannot add more than one virtual number. Trial Twilio accounts also have some <a target="_blank" class="links" href="https://support.twilio.com/hc/en-us/articles/223136107-How-does-Twilio-s-Free-Trial-work-">other restrictions</a>. To use all the capabilities of the service, you'll need to upgrade your Twilio account.
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<h2 id="step3"><span class="style_step">Step 3. </span>Set up the added virtual number</h2>
|
|
<div class="block_of_step">
|
|
<div class="screen_text">
|
|
<p>To set up the added virtual number,</p>
|
|
<ol>
|
|
<li>In the <b>Virtual numbers and operators</b> list, select the number you want to set up.</li>
|
|
<li>Click the <b>Outgoing calls</b> switcher to enable the possibility to not only receive incoming calls but also make outgoing calls using this number.</li>
|
|
<li>Click the <b>Call recording</b> switcher to enable the possibility to record all incoming and outgoing calls for this number so that you will be able to listen to the necessary call recording later.</li>
|
|
<li>Click the <img alt="Arrow Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/arrow.png")%>" /> arrow to the left of the necessary number to <b>Add operators</b> who should be able to use this virtual number. Check the necessary portal users in the list and click the <b>Save</b> button. Once operators are added, the VoIP <img alt="VoIP Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/voipicon.png")%>" /> icon will be available for them on the top of the page.
|
|
<p>You can also set up <b>Outgoing calls</b> and <b>Call recording</b> for each of the added operators separately using the switchers next to the operator's name. To remove an added operator from the virtual number operator list, click the <b>Actions</b> <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the operator's name and select the <b>Delete</b> option.</p>
|
|
</li>
|
|
</ol>
|
|
<p>Use the <b>Actions</b> <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the necessary virtual number to <b>Edit</b> or <b>Delete</b> the number.</p>
|
|
</div>
|
|
<div class="screen_block">
|
|
<img alt="How to call your customers directly from your CRM? Step 3" target="img3_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide91/step3.png")%>" />
|
|
<img alt="How to call your customers directly from your CRM? Step 3" id="img3_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide91/step3.png")%>" />
|
|
<div target="img3_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<div class="screen_text">
|
|
<p>When you select the <b>Edit</b> option, the <b>Number setup</b> page opens that allows to change some other parameters in addition to those mentioned above:</p>
|
|
<ul>
|
|
<li>You can specify an <b>Alias</b> for this number that makes it easier to find the number in the list.</li>
|
|
<li>In the <b>Quick setup</b> section, you can enable or disable <b>Outgoing calls</b> and <b>Call recording</b> (these settings are the same as the ones available in the <b>Virtual numbers and operators</b> list). Moreover, you can specify <b>Working hours</b> when the number is available for clients. Click the switcher and set the necessary time in the <em>hh.mm</em> format.</li>
|
|
<li>In the <b>Ringtone setup</b> section, you can playback the default ringtones:
|
|
<ul>
|
|
<li><b>Greeting ringtones</b> - the first greeting that callers hear when they call to this phone number,</li>
|
|
<li><b>Queue ringtones</b> - music on hold that callers hear when they are placed in the waiting queue,</li>
|
|
<li><b>Voice mail ringtones</b> - a message that callers hear when the waiting queue length or max waiting time is exceeded and the callers are able to leave a voicemail message.</li>
|
|
</ul>
|
|
<p>If you have previously added some other ringtones in the <b>VoIP Settings -> Common</b> section, you can select another available ringtone for each category. It's also possible to upload necessary ringtones for this virtual number directly from this page clicking the <b>Upload</b> <img alt="Upload ringtone Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/uploadringtone.png")%>" /> icon next to the ringtone you want to change.</p>
|
|
</li>
|
|
</ul>
|
|
</div>
|
|
<div class="screen_block">
|
|
<img alt="How to call your customers directly from your CRM? Step 3" target="img8_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide91/step3-1.png")%>" />
|
|
<img alt="How to call your customers directly from your CRM? Step 3" id="img8_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide91/step3-1.png")%>" />
|
|
<div target="img8_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<div class="screen_text">
|
|
<p>Click the <b>Update settings</b> button to apply the changes you made. On this page, you can also manage the operator list for this virtual phone number.</p>
|
|
</div>
|
|
</div>
|
|
|
|
<h2 id="step4"><span class="style_step">Step 4. </span>Adjust common settings for all numbers</h2>
|
|
<div class="block_of_step">
|
|
<div class="screen_text">
|
|
<p>Go to the <b>VoIP Settings -> Common</b> section on the left-side panel.</p>
|
|
<p><b>General settings</b> section allows to set the following parameters:</p>
|
|
<ul>
|
|
<li><b>Incoming call queue length</b> - this option allows to select the number of the incoming calls assigned to the currently available operators. If the number of incoming calls exceeds the specified value, the calls will be redirected to the voice mail service.
|
|
Choose the necessary quantity from the list: 5, 10, 15</li>
|
|
<li><b>Waiting timeout</b> - this option allows to select the time during which the customer will wait for the operator answer. When this time is exceeded, the call will be redirected to the voice mail service.
|
|
Choose the necessary option from the list: 5, 10, 15 minutes.</li>
|
|
<li><b>Operator pause</b> - this option allows the operator have some time before accepting calls again. This can be used to take some notes on the previous call, etc.
|
|
Choose the <b>Enabled</b> or <b>Disabled</b> option from the list.</li>
|
|
</ul>
|
|
</div>
|
|
<div class="screen_block">
|
|
<img alt="How to call your customers directly from your CRM? Step 4" target="img4_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide91/step4.png")%>" />
|
|
<img alt="How to call your customers directly from your CRM? Step 4" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide91/step4.png")%>" />
|
|
<div target="img4_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<div class="screen_text">
|
|
<p>In the <b>Ringtone Setup</b> section, some ringtones are provided, that are used for all of the added virtual numbers by default. To display all the available ringtones in each category, click the <img alt="Arrow Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/arrow.png")%>" /> arrow on the left.</p>
|
|
<p>You can upload your own ringtones in the <b>.mp3</b> format for each operation. To do that, click the <b>Actions</b> <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the necessary category and select the <b>Add ringtone</b> option.</p>
|
|
<p>Once your own ringtones are added, you can go to the <b>VoIP Settings -> Numbers</b> page and set up individual ringtones for each virtual number separately. To remove a ringtone, click the <b>Actions</b> <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the audio record you don't need and select the <b>Delete ringtone</b> option.</p>
|
|
</div>
|
|
</div>
|
|
|
|
<h2 id="step5"><span class="style_step">Step 5. </span>Receive and make calls</h2>
|
|
<div class="block_of_step">
|
|
<div class="screen_text">
|
|
<p>To start accepting and making calls,</p>
|
|
<ol>
|
|
<li>Click the VoIP <img alt="VoIP Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/voipicon.png")%>" /> icon on the top of the page. The VoIP client opens in a new window.</li>
|
|
<li>Choose the <b>Online</b> status next to your name.</li>
|
|
</ol>
|
|
</div>
|
|
<div class="screen_block">
|
|
<img alt="How to call your customers directly from your CRM? Step 5" target="img10_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide91/step5-1.png")%>" />
|
|
<img alt="How to call your customers directly from your CRM? Step 5" id="img10_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide91/step5-1.png")%>" />
|
|
<div target="img10_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<div class="screen_text">
|
|
<p>The <b>Browser</b> option is selected by default, and currently, it is the only available option in the drop-down list, so you don't need to do anything else. Now you are ready to accept incoming calls.</p>
|
|
<p>If you receive an incoming call, you can <b>Answer</b> or <b>Reject</b> it using the corresponding buttons within the VoIP window.</p>
|
|
<p>If a person whose phone number is stored in your CRM customer base calls you, the contact name is displayed in this window. You can click it to open the customer profile in a new browser tab and easily find all the necessary information about the client that can be useful during the phone conversation.</p>
|
|
<p>To end the call, click the <b>Disconnect</b> button.</p>
|
|
<p>The <img alt="Missed Calls button" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/missedcallbutton.png")%>" /> button in the VoIP window allows to view the list of missed calls during the current session. If you want to call back to the person who called you, move the mouse cursor over the missed call <img alt="Missed Call icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/missedcallicon.png")%>" /> icon in the list so that it turns into the <img alt="Call Back button" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/callback.png")%>" /> icon and click it.</p>
|
|
<p>The operators who have been granted sufficient permissions can make outgoing calls. To make a call,</p>
|
|
<ol>
|
|
<li>Click the <img alt="Dial pad Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/keypad.png")%>" /> button to open the dial pad.
|
|
<div class="screen_block">
|
|
<img alt="How to call your customers directly from your CRM? Step 5" target="img5_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide91/step5-2.png")%>" />
|
|
<img alt="How to call your customers directly from your CRM? Step 5" id="img5_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide91/step5-2.png")%>" />
|
|
<div target="img5_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
</li>
|
|
<li>Click the <img alt="Select contact Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/selectcontact.png")%>" /> icon to open the list of all existing CRM contacts. To facilitate searching for a contact, you can enter the contact name, entirely or partially, in the search field above the contact list. Select the necessary CRM contact from the list.
|
|
<div class="notehelp">
|
|
Alternatively, you can just click the necessary contact's phone number in the complete list of Companies/Persons on the <b>Contacts</b> tab. Currently, you cannot call a contact from his/her profile page.
|
|
</div>
|
|
<p>The selected contact phone number will be displayed in the corresponding field.</p>
|
|
<p><img alt="Phone number" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/phonenumber.png")%>" /></p>
|
|
<p>If the contact profile contains several phone numbers (mobile, work, home), click the <img alt="Arrow" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/choosenumber.png")%>" /> arrow in the right part of the phone number field to choose the necessary number. To remove the number, click the <img alt="Remove number" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/removenumber.png")%>" /> icon.</p>
|
|
<p>To call to the number that is not stored in your customer base, select the country code from the <img alt="Country Code" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/countrycode.png")%>" /> list and enter the phone number using the keypad or your PC keyboard.</p>
|
|
</li>
|
|
<li>Click the <b>Call</b> button.</li>
|
|
</ol>
|
|
<p>If you call a contact stored in the CRM module, the link to the contact profile is displayed in this window, so that you can open the profile in a new browser tab.</p>
|
|
</div>
|
|
</div>
|
|
|
|
<h2 id="step6"><span class="style_step">Step 6. </span>View call list</h2>
|
|
<div class="block_of_step">
|
|
<div class="screen_text">
|
|
<p>All the calls are displayed in the <b>Calls</b> section. Click the <b>Calls</b> link on the left-side panel to open the call list. It provides the following information about calls: date and time, agent (operator name), client (customer name stored in the CRM base), call duration and cost. </p>
|
|
<p>The calls can be easily distinguished by type:</p>
|
|
<ul>
|
|
<li><img alt="Answered calls Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide91/incoming.png")%>" /> - answered</li>
|
|
<li><img alt="Missed calls Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide91/missed.png")%>" /> - missed</li>
|
|
<li><img alt="Outgoing calls Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide91/outgoing.png")%>" /> - outgoing</li>
|
|
</ul>
|
|
<p>If a call has been recorded, click the <img alt="Playback Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/playback.png")%>" /> icon to playback the recording.</p>
|
|
<p>When someone leaves a voicemail message, the link to the voicemail recording stored in your Twilio account appears in the <b>Calls</b> section. You can listen to the voicemail message right from the <b>Calls</b> page or go to your <a target="_blank" class="links" href="https://www.twilio.com/console/voice/logs/recordings">Twilio account</a> to check all the voicemail recordings.</p>
|
|
</div>
|
|
<div class="screen_block">
|
|
<img alt="How to call your customers directly from your CRM? Step 6" target="img6_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide91/step6.png")%>" />
|
|
<img alt="How to call your customers directly from your CRM? Step 6" id="img6_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide91/step6.png")%>" />
|
|
<div target="img6_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<div class="screen_text">
|
|
<p>To easily find necessary call, you can use the filter field on the top and filter calls by type, caller (operator name) or date.</p>
|
|
<p>Calls can be sorted by date, duration and cost selecting the necessary parameter from the list to the right. Click the <img alt="Sort Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide91/sorticon.png")%>" /> icon to change the sorting order.</p>
|
|
</div>
|
|
</div>
|
|
|
|
<h2 id="step7"><span class="style_step">Step 7. </span>Add information about calls to the customer base</h2>
|
|
<div class="block_of_step">
|
|
<div class="screen_text">
|
|
<p>If you make a call to a new number that is not stored in the CRM contacts or if you receive a call from such a number, this number will be automatically saved to your CRM contacts as a new contact.</p>
|
|
<p>The phone number and the call date and time are specified as the contact first and last name. This phone number is also saved to the contact information. The operator who received or made the call is appointed as the contact manager.</p>
|
|
<p>You can edit the automatically saved contact by specifying the necessary data or merging it with an already existing contact. Go to the contact profile, click the <b>Actions</b> <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the contact name and use the <b>Edit person</b> option to change the contact name and specify some other information, or select the <b>This is a duplicate</b> option to merge this contact with another one.</p>
|
|
</div>
|
|
<div class="screen_block">
|
|
<img alt="How to call your customers directly from your CRM? Step 7" target="img7_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide91/step7.png")%>" />
|
|
<img alt="How to call your customers directly from your CRM? Step 7" id="img7_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide91/step7.png")%>" />
|
|
<div target="img7_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<div class="screen_text">
|
|
<p>A new <b>Outgoing</b> or <b>Incoming call</b> event is also automatically added to the history for this contact with the indication of the call duration and operator's name.</p>
|
|
<p>You can also add your notes about the call to the contact history manually. Select an event type from the list, set its date, add a description and click the <b>Add This Event</b> button.</p>
|
|
</div>
|
|
</div>
|
|
|
|
</div>
|