The basic idea is similar to that of a CRMs for which you can retrieve details of a company contact, calls and notes linked to that contact. As VOIspeed UCloud is a telephony platform, this mini CRM focuses on calls.
To see the phone activity and notes, simply click on the button
linked to the contact:
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Functions of the Contact information panel
The Contact information panel allows you to retrieve the history of telephone activities linked to a specific contact. From this panel you can access two sections:
| Call report The section contains the list of all calls handled by the user with the contact highlighted. For all the calls in question (shown in the left panel) it is also possible to view the related notes (listed in the right panel).In this panel it is also possible to perform various actions on the list of these calls:
For more information on handling call notes, see How to create and view notes for a call |
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| Scheduled calls This section contains a list of all call reminders linked to the selected contact. For all the items in question (shown in the left panel) you can also view the related notes (listed in the right panel). In this panel you can also manage the call reminders and notes as follows:
For more information on managing call reminders, see How to create and manage a call reminder |
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