New phone call

Modified on 2009/10/04 18:54 by stefano Categorized as Uncategorized
==New call == {s:Related}
By clicking on "New call" or by selecting an existing call you can create or edit a phone type task:

{{<img src="{up}Manuale IT/3.8.1.1 crm - attività - nuova attività - nuova telefonata.PNG"/>}}

Fill in the various fields in a more timely manner bearing in mind that:

* You can specify whether the task will be considered (received call) incoming or outgoing (carried out call) and selecting respectively {{<img src="{up}Manuale IT/inentrata.PNG"/>}} or {{<img src="{up}Manuale IT/inuscita.PNG"/>}};
* You must specify whether the activity has been made, both be done or is cancelled by selecting the appropriate; box
* Select the "send (email) activity" after you have connected one or more tabs to the task opens a window where you can select an email between those listed in the respective tabs; selecting an address or by directly typing in the pane to save the activity will be sent to the address specified an e-mail having as subject the object of the activity as text description and possibly the attached will be sent;
* the "Subject" fields and at least one between "Company", "Contact" and "Leads" are required;
* to associate the activity to one tab existing click on the icon {{<img src="{up}Manuale IT/face.PNG"/>}}: opens the box to search for the tab (see [New leads|New leads] for more information; research between lead is similar to that between contacts); to remove the link to a card is just click {{<img src="{up}Manuale IT/X red small.PNG"/>}};
* to associate the task to click on the icon {{<img src="{up}Manuale IT/face.PNG"/>}} opportunity: enter a key research and click {{<img src="{up}Manuale IT/OK.PNG"/>}}, after which select the opportunity you want; to remove the link to an opportunity click {{<img src="{up}Manuale IT/X red small.PNG"/>}};
* to associate the task to a previous task click on the icon {{<img src="{up}Manuale IT/attività.PNG"/>}}: enter a key research and click {{<img src="{up}Manuale IT/OK.PNG"/>}}, after which, select the task you want; to remove the link to a task click {{<img src="{up}Manuale IT/X red small.PNG"/>}};
* Once placed all desdierati data you can create another activity that will be bound to this by selecting the type in the "Create associated task" pane and clicking {{<img src="{up}Manuale IT/attività.PNG"/>}}: the data will be saved and you will create a new activity;
* to attach a document (already exists in {{<img src="{up}Manuale IT/ARCHIVIO.PNG"/>}} {{<img src="{up}Manuale IT/ARCHIVIO documenti.PNG"/>}} ([Documents|Documents])) {{<img src="{up}Manuale IT/adddoc.PNG"/>}} click activity: enter a key search, select a category, and then click {{<img src="{up}Manuale IT/OK.PNG"/>}} after which select the document you want; to remove the link to a document click {{<img src="{up}Manuale IT/remdoc.PNG"/>}};
* If you wanted to broaden the space available for the description is just click {{<img src="{up}Manuale IT/timedown.PNG"/>}};
* to select the user that will be assigned task click {{<img src="{up}Manuale IT/face.PNG"/>}}: insert a possible search, click {{<img src="{up}Manuale IT/OK.PNG"/>}} key and select the user;
* to insert the date of the task, type the date in the text box, or click {{<img src="{up}Manuale IT/seldate.PNG"/>}} icon and select the desired day (see [New appointment|New appointment] for details);
* to insert the time the activity type in the text box or adjust through buttons {{<img src="{up}Manuale IT/timeup.PNG"/>}} and {{<img src="{up}Manuale IT/timedown.PNG"/>}};
* You can select how many days before you viewable ([Reminder|Reminder]) reminder of the activity in the box "Alarm";
* the "analysis" table is useful because it enables you to keep track of the type of activity and how long took: allows for example of a search between all calls to calculate the total time spent online with a particular customer; technical assistance
* Once completed in a timely manner the tab click {{<img src="{up}Manuale IT/SALVA.PNG"/>}} to confirm the activity; to confirm and attach a document not in store ([Documents|Documents]) {{<img src="{up}Manuale IT/SALVA E ALLEGA.PNG"/>}}; click to confirm and create a new ticket (5.1)
) click {{<img src="{up}Manuale IT/SALVA E CREA TICKET.PNG"/>}}.
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New phone call
