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Calls
Customer call posting.
When using the calls feature, you can make entries from:
1
Account
2
└── Contract
3
└── Deal
4
└── Project
5
└── Cases
6
└── Task
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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.
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Contents
Call Fields