Phone calls

If a contact has called, or you call a contact, create a call record. This Phone call lets you log or prepare a phone call. When creating a call record, you can specify the Interlocutors, the call Priority and the Type of the conversation (whether you were called or called yourself). It does not matter whether you have filled in the call for yourself or for another staff member. They will be informed automatically about the activity. You can specify whether the notes are classified as confidential, or invite participants to a Telecon­ference. In the Teleconference list, you can specify the role a participant has, i.e., whether taking part is required or optional.