Download Maximizer CRM User's Guide for Maximizer Web Access

48
Maximizer CRM
User’s Guide
 The Message, No Answer, and
Busy options are available only
if you have phone call logging
preferences set to create
notes.
If you select Answered, the Phone dialog box opens timing the
duration of the phone call.
 In the Subject field, enter a subject for the phone call, and
record notes on your call as you talk.
You can continue to work in Maximizer as you are logging the
phone call.
If you are logging the phone call from the Address Book page,
changes to user-defined fields and some basic fields in the
Address Book entry are automatically added to the phone note.
 When the phone call is finished, click Hang Up.
 You can click Transfer and
select another Maximizer user
to log the transfer in the note.
The timer stops.
 Edit the note, and click Save.
If your phone call logging preferences are set to show results on
hang-up, you are prompted to select a result of the phone call.
Select a value for the result.