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.