You can save your incoming calls in Maximizer using the Receive a call option. Using this option you can create a note to be saved in the Calendar entry; Customer Service case; or Opportunities associated with the call. In the Hotlist page; the note is saved to the Address Book entry associated with the appointment or task.
In the Hotlist page; you can log a phone call only from an appointment or task associated with a single Address Book entry.
After completing a phone call; you have the option of scheduling a follow-up activity saved to your Hotlist.
- Click on the Address Book entry; Opportunity; Customer Service case; Hotlist task; or Appointment to make it the current entry.
- Select Actions - Receive a Call.
The menu applies only to entries selected in the main list.
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- Right-click and select Phone Receive a Call.
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- In the following pane, under Actions, select Receive a call.
- You can minimize the phone call interaction and continue to work in Maximizer.
- To maximize the phone call interaction you can either go to Actions - Receive a call or maximize the window from the down-right side.
- When the phone call is finished, click the Stop icon to Hang up.
- You can edit the Phone call Details; Subject; Category; Result, Full, and Read Access.
- You can link the call to an opportunity, or a case or create an appointment, or task.
- If you select the Link to Opportunity or Link to Case options, you will need to search for and select the respective case or opportunity that you want to link.
- If you select Create a Follow-up Appointment or Create a Follow-up Task, their respective screen will appear, select the info you like to add and Save.
- After finishing your notes you can click Save.