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:

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