A scheduled call that you make directly to either an organization, contact, or opportunity. In the image below you can see the full list of calls that are scheduled and can also appear in the main dashboard.
Calling in the CRM system is the basis for the entire call centre.
- overview of all scheduled calls
- calls made
- assignment to a specific sales representative
- contact time
- call recording
- connection to the control panel
- mobile phone recording
- possibility to record meetings
Calling is a feature that also includes call recording, both via the PBX and from a mobile phone.
Each recorded call will thus go directly to the CRM system for that contact.