Record a Service-related Phone Call
Services often generate multiple phone calls back and forth. You can track both incoming and outgoing phone calls separately from other notes using the Activity Panel.
1.To record a phone call, use the telephone icon in the Activity Panel.
2.If the incoming or outgoing call was to or from a Contact in IQ, you can locate that Contact record using the type-ahead search in the Contact field.
3.Once you have selected the Contact, select either "Incoming" or "Outgoing" in the Call Type: field.
4.Enter the details of the call.
5.Use the Save button when you are finished. IQ has created a completed message with all the details you entered.
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