Customers
Managing the accumulated base of customers. Using tags. Data on all communications of the system.
Communications
3
Calls list
The list of calls can be filtered in the same way as filters on the order and customer lists. The presence of a call record is determined by the connected telephony. "Linking" to the customer and the order will allow you to open information on customers and orders quickly and easily.
Email list
Not all email file formats are available to upload to the system. When collecting emails from the Gmail mailbox, there may be connection problems due to the service's security policy. We therefore recommend that you create a second email mailbox.
SMS list
The system displays information on the delivery status of messages. There is a specific method of sending SMS messages to customers.
Working with telephony
4
Making calls to customers
To make an outgoing call from the customer/order card, simply click on the “handset” (telephone) icon. Integration with a telephony system must first be set-up via the Marketplace. Information on calls is recorded in the "History of calls".
Processing incoming and missed calls
When you receive a call, a notification with information about the caller will appear. From this notification, you can make a call or create a call-related task.
List of locations from which you can make calls
In the system, there are four locations from which you can make outgoing calls.
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