Call History - Book Existing Client Calls/Emails in Connect2Field
Service business typically get inquiries and service requests via phone/email.. It is crucial for the business to keep track of your incoming requests as well as to be able to dispatch jobs based on these requests.. The Call history feature in Connect2Field allows you to do just that..
Let us see how
From the dashboard choose:
1) Clients
2) Select the Client for whom you wish to add Call Details
You can quick search for the clients in the Search box..
From the main Client Details page, choose: Call History..
If you have any previously added calls they would show up here..
We will add a new call.. Click Add..
On this screen you can punch in the call details.. For our example we have chosen an incoming phone call for Service Request..
1) Choose the Contact name for the Client.. This is selected from the drop-down, which populates from the Contacts section you set up..
2) Add a subject line
3) Put in the Call Details..
4) Choose Status..
5) Assign it to either your Admin or Field Worker..
For our example this is a call for a new job booking, hence we put in details for a new job to be created for our field worker 'Ethan White'
Save your call..
Back to Call History..
The new call we booked is now in the Call History Section..
Click View to edit the call or delete to remove it..
Add your comment