When you are looking for a company or contact person in CRM - Customer follow-up, for example, you can right-click on the contact and choose to call him / her. This requires that you have an IP telephony integration. If the phone number is entered in the CRM then this / these will come up as a choice to call. When you choose to make a call, you will first get an advertisement if you have not removed it, and when you click Continue you will get a new route where you can set up the status of the call, and in addition choose to enter new appointment, new assignment, new note and create new opportunity in connection with the conversation. These will be deposited on the customer card.
The Call History tab in CRM on Customers will show who the call is to and from, the phone number, date, duration and status of the call. It will also show a green arrow to the right if called from 24SevenOffice. If there is an attachment icon to the right of a call, it means, for example, a note is connected to the phone call. In addition, you can change the status of a phone call by clicking on the status, and a drop-down menu will appear with the different statuses that you can change to.
If you want to see more details about a conversation, you can double click on the line in question and you will get more details about it in a separate tab in the conversation log.There are icons for adding a task, appointment, note, or opportunity that is linked to the conversation afterwards.