Phone

From MobileX for SageCRM
Revision as of 16:03, 28 February 2014 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, select Phone on your menu highlighted in green here and 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