3. Call Center
Call Center Module — Handle incoming calls and log them into the CRM. Categorize each call as a new lead, a recall for an existing lead, or a support ticket routed to the customer service team.
Call Center
Overview The Call Center module is used to handle incoming calls and log them into the CRM. When ...
Add Lead
Overview Use Add Lead when a caller is a new potential client who has not previously been in the ...
Recall
Overview Use Recall when an existing lead in the system calls again — for example, about a differ...
Ticket
Overview Use Ticket when an existing client (not just a lead) calls with a request, complaint, or...