Phone

From MobileX for SageCRM
Revision as of 22:54, 31 August 2020 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, making your notes and tapping the tick on the top right to save

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