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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.