How to Create an Incoming Call Entry
Keep Precise and Detailed Entries on all Incoming Calls
Incoming calls is like digital note taking for incoming calls. The entries will stay in the system and will never be lost.
In the App drawer screen, in the ‘Social Cloud’ drawer, click on the ‘Incoming Calls’ app.
Fig. 1: CloudOffix App Drawer page, Click the Incoming Calls App to begin.
Click ‘New’ to create a new incoming call entry.
Fig. 2: ‘New’ Incoming Call Entry
Complete the mandatory fields.
Call Topic: Select the call topic from the dropdown list or create a new one.
Company/Organization: Select from the dropdown list or create and edit a new one.
Contact: The contact field will fill automatically if the contact exists in the company card, otherwise or select from the list or create and edit a new contact entry.
Fig. 3: Mandatory fields
Assign the incoming call to the relevant person.
Fig. 4: Assigned To
Once the incoming call is assigned to someone, the status bar will change from ‘Open’ to ‘Assigned’.
Fig. 5: Status bar
The ‘Chatter’ on the right side of the screen shows all the details about the incoming call entry. The assigned person will receive an email notifying them of the assignment, and an activity will be created.
To the top left of the screen, either convert the call to an opportunity, or Close.
Fig. 6: Activity created for assigned person.
Congratulations! You have
just created an Incoming Call Entry!.