Usage:
Calls created in DLCPM can have different statuses depending on how they are processed. For example, when a call is initiated and the user is expecting a reply from whoever the call was placed to, the call status will then be 'Waiting for call back'. Several statuses can be created in order to keep track of all calls placed or received.
Navigation: File > Global Settings > CRM Lists > Calls > Status
Call Status Maintenance form
1.Click and the New Status form will open. 2.Enter the new Status name. 3.Click and the new record will be added. |
1.Select the Status record you wish to update by clicking on it. 2.Click and the Modify Status form will open. 3.Enter the new name in Status field. 4.Click and the changes will be saved. |
1.Select the Status you wish to delete by clicking on it. 2.Click 3.Select YES when prompted for confirmation. Please Note: The record will be deleted from the database, but you may add it back at any time. |
See also: