receiving phone number and person/company (if the data is available in the base)
calling phone number and person/company (if the data is available in the base)
name of manager participating in the talk
phone number and extension
direction: outgoing successful, missed, incoming, answered, etc.
Unidentified calls. The Link call
to company or person option ensures prompt creation of a new contact or
addition of data to the existing contact and eliminates issues of unidentified
calls and messages.
The option is available in the Activities section
for every unknown phone number.
To link the phone number to the existing contact it is
necessary to:
Select the Link call to company or person in the area of unidentified call
In the opened search field, start typing the name of company/person to which the call or message should be linked
Click on the necessary suggestion proposed by the system
Completed activities will be shown in the history of the contact indicated
The calls which were first unidentified will be shown in the Activities section in the frame of particular Contact
Using this option, you can quickly create a new
contact for the unidentified call:
Select the Link call to company or person option in the area of unidentified calls
In the opened form, select the Add company or person option
The system will automatically redirect to the profile of the new contact with the phone number already entered
Finish the profile editing
Save changes
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Linking unidentified phone number/email to company or person
