Add a Call/Edit a Call

Use the Add a Call/Edit a Call screens to add a call to a customer and enter the details of the call.

This section includes these topics:

Adding a Call

From any screen in IntelliDealer that displays a customer name link, hover your cursor over the customer name.

The Customer Toolbar appears.
Select the Add a Call icon.

Add A Call screen
Fill out the appropriate fields and click the Save button.

The Information fields on the Add a Call/Edit a Call screens are:

Information
Field	Description
Name	The customer's name.
Business Phone Number	The customer's business phone number.
Salesperson	The salesperson assigned to the customer's profile.

The fields on the Add a Call/Edit a Call screens are:

Field	Description
Date	The date the customer was contacted.
Select Category	The department that contacted the customer. If completing a call from call scheduling (Click here if the call has been completed link), the category remains the same as the category selected when creating the call and does not default to the category set up in the customer's user profile. If entering a call from a customer's profile (Need to enter a call? Click here to add link), then the category defaults to the category set up on the user entering the call.
Select Contact	Specify the person (contact) related to the call being recorded.
Select Salesperson	The salesperson who contacted the customer.
Select Type	The type of call.
Select Reason	The reason for the call.
Select Results	The result of the call.
Description	A brief description outlining details of the call.

Use these buttons to complete your work on the Add a Call/Edit a Call screens:

Button	Function
Save	Saves changes made to the Add a Call/Edit a Call screens and opens the Schedule a Follow Up Call screen.
Save & Close	Saves changes made to the Add a Call/Edit a Call screens and closes the screen.
Close	Closes the Add a Call/Edit a Call screens without saving changes and returns to the previous screen.
Multimedia	Opens the multimedia menu. The Multimedia button is disabled until after the call was saved (i.e. a record of it was stored in the database).

Use this button to complete your work on the Edit a Call screen:

Button	Function
Delete	Deletes the selected call.

Revision: 2024.11