Phoning Address Book Entries

6 articles

Receive a Phone Call

You can track incoming phone calls from the main lists in the Address Book, Opportunities, Customer Service, or Hotlist page and from the Contacts or Related Entries following pane. When you receive…

Updated 3 years ago by Celina Kwan

How to Hang Up a Call on Maximizer

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 ph…

Updated 2 years ago by Celina Kwan

View the Phone Log

Use the Phone Log to view a history of your phone calls recorded in Maximizer to and from Address Book entries. By default, the Phone Log displays phone calls for the current day, but you can choose…

Updated 3 years ago by Celina Kwan

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 phon…

Updated 2 years ago by Isabelle

Phone an Address Book Entry

You can track outgoing phone calls from the main lists in the Address Book, Opportunities, Customer Service, or Hotlist page and from the Contacts or Related Entries following pane. If Voice-Over IP…

Updated 11 months ago by Patrick Wong

Enable Logging for Phone Calls

When logging is enabled for phone calls, Incoming call and Outgoing call notes are created when you phone or receive calls from entries in Maximizer. In the top-right corner of the page, select the P…

Updated 3 years ago by Celina Kwan