Complete Call

To open the Complete Call window, tap the Check Mark icon on the Call Schedule Detail screen.

The Complete Call window allows you to mark a call as complete.

The following fields appear on the Complete Call window:

Field Description
Date

The date on which the call was made.

Category

The area of interest the call will be about.

Valid category codes are configured on the Categories screen in IntelliDealer.

Contact to Call

The customer contact who was spoken to.

Salesperson

The salesperson who placed the call.

Type of Call

The type of call that will be placed.

Valid type codes are configured on the Types screen in IntelliDealer.

Reason for Call

The reason for calling.

Valid reason codes are configured on the Reasons screen in IntelliDealer.

Result

The result of the call.

Valid result codes are configured on the Results screen in IntelliDealer.

Description

A description of the call or any issues that were discussed.

To mark the call as complete, simply tap the Complete Call button after entering the desired information.
The call will now be listed on the Call History screen and removed from the Call Scheduling screen.