Call Center

Overview
The Call Center module is used to handle incoming calls and log them into the CRM. When someone calls, the call center agent can categorize the call into one of three types and take the appropriate action.
The Three Call Types
Option
When to Use
Add Lead
The caller is a new potential client — create a new lead.
Recall
The caller is an existing lead calling again, possibly about a different project.
Ticket
The caller is an existing client with a request or complaint — open a support ticket.
Available Actions
Export Leads — export only the leads logged by the call center.
Export All — export everything (leads, tickets, and just asking entries).
Print PDF — print a PDF of the current view.
Available Filters
Filter
Description
Date
Filter by date range (From / To).
Name
Search by caller name.
Tag
Filter by tag applied to the entry.
Unit
Filter by a specific unit.
Type
Filter by entry type (Lead, Ticket, Just Asking).
Ticket Number
Search by a specific ticket number.
Project
Filter by project name.
Salesman
Filter by assigned salesman.
Leads ID
Filter by marketing Lead ID.
Unit Type
Filter by unit type.
Branches
Filter by company branch.