Phone

From MobileX for SageCRM
Revision as of 16:20, 8 November 2017 by Crmtogether (talk | contribs)

When viewing an entity, it may be necessary to make a call, simply touch the phone icon and have your conversation.

When the conversation is finished, click on the plus icon

and select Phone to record the conversation.

You can indicate if this was an incoming or outgoing call by selecting the appropriate radio button.

The information noted, is then saved as a communication against that entity