How to Code a Call

Updated 7 months ago by Isabelle

After a phone call, Maximizer allows you to code a call, or categorize it to show other users the topic of the call.

  1. After your phone call, click Hang Up.

  1. Edit the note, and click Save.

  1. Select a phone call result and press OK. Select Cancel to not code the call.

How to Add a Coding Value

  1. If the value is missing, click Add.

  1. Enter in the new item and press OK.

How to Modify a Coding Value

  1. To edit a value, press Modify.

  1. Enter in the new item and press OK.

How to Delete a Coding Value

  1. To delete a value, press Delete.

  1. Press OK to delete the value.


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