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Screen shot tour: Logging outbound calls

You can use sfCRM for rapid call logging, such as in telemarketing applications. This demonstration shows how.
List of contacts
Begin at the main contacts list screen.

You must first set up the list of contacts to call. You can do this using any of the built-in search tools, such as a preset filter or a search. In this example, we will use the quick find tool. Clicking the lens icon shows this tool.

Choose filter conditions
We choose all contacts whose job title begins with Director. We set the results to show in the main window, and click the Go button.
Filtered contacts list
The filtered list of contacts is now shown.
Begin call logging
Click the telephone icon at the top to initiate the call logging process.
Call logging window
The popup window is displayed for logging calls. Notice that the contact's telephone number is shown in the left part of the popup window.
Complete first call
After completing the first call, we key in the results of the call into the subject and notes sections of the call logger. This data is recorded as an activity linked to the contact we just called. This record will show in the activity list as well as in the calendar views.

Note also that there is a "follow-up" section available. If this section is filled, a follow-up activity is automatically scheduled with the same contact.

Advance to the next contact
Click the Save and next button.
Begin second call
Notice that the popup window remains in place, but its contents are updated to reflect the content of the second contact record. That record is now highlighted in the main window.
Complete second call
Once again, we add activity information for the call just completed, and click the Save and next button.
Initiate next call
The popup window stays in place, but its contents are updated as expected. We now have the third contact highlighted in the main window.

We can continue in this manner to rapidly progress through the calling sequence.

The activity list
This screen shows how follow-ups scheduled in the system appear in the activity list.
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