How to Code a Call
After a phone call, Maximizer allows you to code a call, or categorize it to show other users the topic of the call.
- After your phone call, click Hang Up.
- Edit the note, and click Save.
- Select a phone call result and press OK. Select Cancel to not code the call.
How to Add a Coding Value
- If the value is missing, click Add.
- Enter in the new item and press OK.
How to Modify a Coding Value
- To edit a value, press Modify.
- Enter in the new item and press OK.
How to Delete a Coding Value
- To delete a value, press Delete.
- Press OK to delete the value.
