The Interactions feature supports the ability to receive calls using a VOIP soft phone or a regular phone.
When you use the receive a call feature, the date and time of the call are automatically tracked, while the timer is used to automatically record the duration of the call.
The Details of the call and the outcome are manually entered.
If you have setup your VOIP with Maximizer the soft phone you are using will pop up when receiving the call.
At the time of logging the incoming 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.
The Subject and Result fields in the Interaction Log window are fields that you can create a list to choose from.
- Select or search the Contact List entry whose call you are receiving.
- In Details tab go to Actions > Receive a call.
- The Interaction Log window opens with interaction type selected to Phone Call, and the phone call direction to Incoming.
- In the Phone number list, select a phone number from which you will receive a call. When the call starts, the call timer starts automatically.
- 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.
The Date/Time field is set at the time the call starts. This field cannot be edited.