Call History - Salesperson/Call History - Type
Data Source: CMASCP
The Call History - Salesperson screen can be accessed from the Sales Support Portal screen by clicking on the View Detail icon next to Last 5 Calls.
The Call History - Salesperson/Call History - Type screens allows you to access/view previous call histories.
The following is a description of the sorting options available on the Call History - Salesperson/Call History - Type screens:
| Sort by | |
|---|---|
| Field | Description |
| Date | Sort the search results by date. |
| Salesperson | Sort the search results by salesperson. |
| Category | Sort the search results by category. |
| Customer | Sort the search results by customer. |
The following is a description of the search fields that appear on the Call History - Salesperson/Call History - Type screens:
| Field | Description |
|---|---|
| Select Salesperson | Search for call history by entering a salesperson. |
| Select Territory | Search within a specific territory. |
| Select Category | Search for call history by selecting a call category from the drop down list. |
| Select Date Range |
Narrow down the call history search results by selecting/entering a date range. |
The following fields only appear on the Call History - Type screen:
| Field | Description |
|---|---|
| Select Reason | Search for call history by entering a reason code. |
| Select Result | Search for cal history by entering a result code. |
The following is a description of the fields that appear on the Call History - Salesperson/Call History - Type screens:
| Field | Description |
|---|---|
| Name | The name of the customer contacted. |
| Date | The date the call was made. |
| Category | The category of the call. |
| Salesperson | The salesperson that made the call. |
| Type | The type of call. |
| Reason | The reason for the call. |
| Results | The result of the call. |
Click on the Need to enter a call? Click here to add link to enter a call.
Click on the Need to enter a note? Click here to add link to enter a note.
Click on the Need to schedule a call? Click here to add link to schedule a call.
The following button allows you to complete your work on the Call History - Salesperson/Call History - Type screens:
| Button | Function |
|---|---|
| Back | Closes the Call History - Salesperson/Call History - Type screens and returns to the previous screen. |