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Phone Call Best Practice

New Member
Posts: 1
Country: United States

Phone Call Best Practice

Our company is new to using Act. We field a lot of phone calls from various customer's. We have a time of 5 that look at each others notes from the day. What is the best way to log this phone calls in Act so that all can see? Histoy? Notes? or Activities?
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Phone Call Best Practice

History... you can do this either when you clear a Call activity, or manually by pressing Ctrl-H

 

If you have a TAPI phone system, you might look at linking it to ACT! with itDial

New Member
Posts: 2
Country:

Re: Phone Call Best Practice

I do a lot of cold calling as well.  If I'm sitting at my desk and I want to bring up a list of prospects that can be reached either on Thursday's between 4pm and 5pm or Saturday Mornings before 10am.  Is there an easy way to store this info and then search for it later?