The Interactions feature supports making calls directly from Maximizer CRM. The call option on the Interactions Log window; opens the VOIP app that is configured on your computer. When a call is placed this way; the date and time of the call are automatically tracked; while the timer is used to record the duration. The following details can be added manually:
- The reason for making the call
- The outcome of the call
At the time of logging the outgoing call; Maximizer CRM saves the phone number; and not the VOIP string that you see in the Phone Number list. For example; if the display string is “3CX – (Main) 555-555-5555”; Maximizer CRM will only save the phone number (Main) 555-555-5555.
- Ensure that Configuring voice over IP softphone integration – Maximizer
- Log on to Maximizer CRM.
- Open any module that has the Actions panel and click the Make a Call icon.
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Select a lead and click the phone number associated with this lead to place the call.
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Under Address Book; click a contact, then click on the phone number under Details.
The Interaction Log window opens with the interaction type selected to Phone Call, and the phone call direction set to Outgoing.
- In the Phone number list; select a phone number to dial.
- Click the phone icon. This will open the VOIP app on your computer, and the call will start.
- To track the call; click the Play icon on the timer.
- Once the call is completed; click the Stop icon on the timer.
- Select the following: Subject; Category; and Result.
- Enter notes if any; in the Details box.
- Click SAVE.