Current call

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The current call is shown in the bottom half of the TeleCenter. Remember that you might adjust the look and layout of the screen so it might look somewhat different in your organization)

 

The call is divided with base information in the top part and associated information and menu items in the lower area.Only information in fields with white background is immediately changeable.

 

 

 

The action buttons gives you opportunity to:

 

Save

Savs all the changes you have done on the call.

Postpone

A shortcut to an easy postponement of the call without having to actually write a new date and time.

First Contact

Click this button to register that this is the first time that you have lifted the phone and called the prospect

First Call

Click this button to register that this is the first time that you have been in contact with the prospect and delivered your value proposition to a person that understands it (not just the switchboard operator).

Book Meeting

An easy shortcut to creating an activity (booking a meeting) with the prospect and perhaps with participants in you organization.

 

 

 

Text & Response tab folder

Here you can write notes about the call and you can fll out answers to the questions in the campaign check-scheme/questionnaire that the creator of the campaign has designed.

 

Web site

Shows the corporate website of your prospect (to the extent that the URL is actually registered on the company)

 

Documents

Shows a list of documents aready journalized under the prospect

 

Company Info

Shows the info tags that has already been associated with your prospect comapny

 

Kontakt info

Shows the info tags that has already been associated with your prospect contact

 

Campaign Documents

Contains the campaign specific documents. For instance the initial letter leading up to your call, or the campaign marketing letter that you can immediately email should the prospect be interested in more information

 


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