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112) Calls

The Calls screen is utilized to review Calls Made to contacts as well as schedule calls. Every Sales Rep who uses the system has his or her own List of Calls.  Once you log on to AGENCYWAREthe system automatically knows what Call List to query. 

The system will automatically pull up Today’s Calls first.  You may at that time list all Calls Not Made by selecting the Not Called option located on the bottom of the task screen.  You may select a range of calls by Call Date by selecting a range. 

You can Add, Edit and Delete Calls by selecting the appropriate option on the bottom of the screen.  You can also edit a task by double clicking the call line. 

When you add a task, a pop-up screen will appear for you to enter information about the call.

You can print the Call List that appears on the screen by selecting the Print button

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