Skip to Main Content
Product Suggestions
Categories Automation
Created by Guest
Created on Apr 21, 2020

Call logging automation

Link to phone systems to be able to pull up contact linked to contact number within the CRM database. Log of call under activity. While on call the service advisor is within the contacts profile and able to input notes from the call and allocate recalls.

  • Attach files
  • Guest
    Reply
    |
    Oct 12, 2021

    I understand HubSpot does this very well - Would be an excellent feature to get added to this great CRM

  • +14