M1 Call management provides an effective means of recording all communication with prospects, customers and suppliers.
Call Type of M1 Call Management Module:
Record pre-sales activity, such as an enquiry, by creating a Sales Call. Use Support Call for any after-sales questions or problems.
Track Call Times of M1 Call Management Module:
Log the time spent on each call. You can then analyze the total call times for each prospect and customer.
M1 Call Management Module assign To
Assign a call to the most appropriate person in your organization. Call Management can be used to take messages in your absence.
Priority of M1 Call Management Module:
Prioritize calls to identify contacts requiring close attention. Use the standard searches to sort in order of priority.
Service Contracts of M1 Call Management Module:
Service Contracts can be used to manage warranties and maintenance contracts. Record the start and end dates, along with a value, for each contract. When taking a call, M1 will advise the user if the customer has a current service contract.
KnowledgeBase of M1 Call Management Module:
Create a library of commonly asked questions, and support calls relating to your products and services. Include details on the problem, the resolution and any available workarounds.
Interfaces with ...
From a call, create a quote, order, job or invoice. Calls can also be created from within leads, quotes, orders, shipments, AR invoices, purchase orders and AP invoices. View all the calls for an organization under organization Explorer.
Calls Marked for Follow-up of M1 Call Management Module:
Use this search to ensure calls are followed up when required.