Depending on whether you are creating a phone message or executing a phone guide (Marketing), you can create a phone report that will be filed at the phone call (Phone call report tab).
In marketing, a telephone report as a guide is usually executed with a questionnaire. For this, you can use the Complete phone call report function of a phone call. See also Completing phone reports.
This questionnaire is then stored at the phone as a Phone call report.
But, most often, you will take down Notes. You then can process and refine them in a phone call report.
- Switch to the Phone call report tab.
- At the field View, select Report.
- Then click the Refresh button to the right.
You will receive a report that represents the basic data of the call, the list of participants and also your notes. This report can be printed from the Report Manager (standard print command).
In Activity sublists, it is indicated in a column that there is a report for the phone call.
When your notes get modified, you can Refresh your phone call report at any time.
You can also Delete the phone call report, which in questionnaire reports also deletes all the answers.