How to make a call route?
Please refer to this article here.
How to navigate through the scheduled calls lifecycle?
NOTE: Make sure you have given location permissions to the browser running the browser and that the accounts in the schedule have contact address accurately stored in them.
Click on the arrow of the call in the route to expand the call card.
To navigate to the account, click on the little maps pinpoint next to the address of the account and it should open a google maps link to the account address. Make sure to have the correct and updated address mentioned in the Account's contact tab to successfully use this feature.
Now click on Start Call button to start the call, after meeting with the account officials and completing your interaction with the official, click on end call to end the interaction. This should open up the Call Form as shown below to record the interaction details.
Choose the Type of Call , Disposition (Please refer here to see how to customize dispostions) and Contact's person's name from the dropdown fields. Initially, there will be no contact person for the company. You can add a contact dynamically while logging the call by clicking on the Add New Contact button
This would pull up the contact card form, add details of the contact as shown below and clock on done.
This should add the newly created contact in the bottom of the contact person dropdown. choose the newly added contact from here and proceed to ending the call if all required details have been noted.
This should move the call from My Route to Completed Calls for that particular day.
How to check the Call History for any Account?
There are 2 ways to do this:-
Click on the Call History button on the calls card for that particular company to pull up the call history.
Click on the row of the call history to expand it and see the disposition and the call notes as shown below:-
Second way to check the call history is to go to the Respective Account's page and click on the Recent Calls tab
You have the option to edit the type, disposition, notes and contact person for the call by clicking on the three dots as shown below and clicking on Edit. You can edit the necessary details and click on submit to finish editing.
How to track additional contacts for an Account ?
Got to Accounts from the Left Nav as shown in the screenshot below:
Go into the account , you would like to manage contacts for and click on the contact tab as shown below:
Expand the additional contacts card appearing at the bottom of the screen:
That would open up the list of all additional contacts stored for that particular account. Click on the + symbol to add more contacts. It should open a form as shown below. Fill it and submit to add a new contact.
To edit an existing contact, click on the three dots at the right of the contact row as shown below and click on edit.
This should open up a form to edit the contact. Change the required fields and click on submit.
To delete a contact, click on the three dots at the right of the contact row as seen previously and click on delete. This should open up a confirmation alert for the deletion operation. Confirm the contact id and click on Yes once confirmed.
NOTE:- Make sure to add the accurate account contact address in the account form and give location permissions for the browser running the application.
How to Customize Call Dispositions?
Call dispositions are customizable and can be updated by the System Administrators.
In the Left Nav, find the Account Settings button under the Admin tab and click on it.
Click on the Reasons Tab as shown below
You should be able to find a reason code section for CRM Call dispostions at the very end. Add your desired disposition at the bottom of the list in a new line and click on "Save". That should update the dispositions seen in the Call form for the Account Managers.
