Add a Phone Contact Result

Use the Contact Information tab or the Phones panel to add the result of contacting a party on the account. The system records these changes in the Notes panel.

To add a phone contact result

1. Do one of the following:

• In the Task Panel navigation tree, click Customer and then click a name. The Contact Information tab appears.

• In the Reference Panel navigation bar, click Available Panels and then click Phones. The Phones panel appears.

2. Click the arrow next to the phone number and then click the contact result. For example, No Answer, Line Busy, Bad Number, Left Message Person, and Left Message Machine.

Related Topics

Data Grids

Contact Information

Phones