Supposed, one or several questionnaires (phone guides) are assigned to a telemarketing measure. The responsible agent has delegated phone calls from within the case to telemarketing staff members.
A telemarketing staff member accepts the phone call and opens the questionnaire selection using the Complete phone call report function. The selection is preset with the released questionnaires in the telemarketing measure. She or he selects a questionnaire, makes the telephone call according to the guideline, and logs the call. When finished, the personalized answer records are written to the answer table, and can be found in the questionnaire, in the telemarketing measure, in the contact, and in the phone call. The contact field of the answer record is always set to the main participant of the phone call. In addition, a readable report is generated and displayed in the Phone call report tab of the phone call. After the phone call ended, the system queries the attendee status which the telemarketing staff member then sets manually.