Call Management

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Revision as of 17:51, 7 February 2021 by Ncroker (talk | contribs) (Setup)
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This section is designed for an Account Manager to filter through their Call Backs with all of the information they need to hand.

Orange Section (Customer Details)

Customer / Call Details

Billing

Delivery

Online

New Contact

New Quote / Order

Green Section (History)

Blue Section (Filters/Information)

Filter Calls