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You can review and
create Calls for your prospect directly in ADVANTAGE.
In order for the Dial Now process to work you must have a modem
installed in your computer with a telephone line attached. The system
uses Windows Telephony to process your calls.
It is a good idea to review your Telephony Settings found in
the Control Panel. It is
essential that you have the call out settings programmed correctly
before being able to use the auto dialer in ADVANTAGE.
If you select the Call
tab in the contract screen you can review all Calls made or scheduled
to a contact. You may
select to schedule or make a new Call by using the New Call button.
You may select whether a telephone call is Incoming
or Outgoing, when you
select Yes for “Call
Made:” AGENCYWAREwill automatically store the date and time for the
Call. Use the Comment
section to type any important or notable comments about the telephone
call for future reference.
Anytime you make,
schedule or edit a Call you may also insert a Comment about the Call. It is a good idea to create a Comment about what was
discussed with the contact so information about the call is available
for review later.
You can print a list of
all telephone Calls that have been made for any particular employee.
Select from the menu bar Reports then Employee Reports then Call
Report. You have the
option of choosing one, a few or all employees from the list.
Be sure to specify the Date Range for which you want the Call
Report. Click on Print
Preview to have the ability to print the Call Report. |
