Calls

Customer call posting.

When using the calls feature, you can make entries from:

Account
  └── Contract
  └── Deal
     └── Project
         └── Cases
             └── Task

Once there are entries made, Airdesk helps you to manage or respond to the following questions:

• How many calls the customer has made?

• When did the client call?

• When did I call the client?

• Which salesperson called?

• Which technician called?

• What is the support effort/Number of calls?

Call Fields

In order to manage calls with accuracy, it's important that you fill out the contract fields presented in the table below:

Field name	Description
Assign to	You can associate it to a client, contract, task, deal, among others.
Contact	The contact with whom the contact was made.
Enty	Date of entry in system.
Location
Pipeline	Which pipeline will be associated with.
Status	What the status of the pipeline is.
Department / Team	Who has access to the calls’ data.
Assigned to	To whom the contract is assigned internally.
Followers
Description	Contract description.