You can track incoming phone calls from the main lists in the Address Book; Opportunities; Customer Service; or Hotlist page and from the Contacts or Related Entries following pane.
When you receive a phone call in Maximizer; an incoming call note is automatically saved to the Address Book 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; select the Details tab; and under Actions; select Receive a call.
- In the Subject field; enter a subject for the phone call; and record notes on your call as you talk.
- You can continue to work in Maximizer as you are logging the phone call.
If you are logging the phone call from the Address Book page; changes to user-defined fields and some basic fields in the Address Book entry are automatically added to the phone note.
- When the phone call is finished; click Hang Up.
You can click Transfer and select another Maximizer user to log the transfer in the note.
- Edit the note; and click Save.
- If your phone call logging preferences are set to show results on hang-up; you are prompted to select a result of the phone call. Select a value for the result.
- Press Ok.