View Company Communication from Leads Comm Log Screen

View Company Communication from Leads Comm Log Screen

Overview  

The Comm Log is where you can add notes about any contact you have had with a customer, whether it is inquiries about products or debt chasing. The entries for all customers can be viewed in one grid, check out the video to see how to do this. A step by step guide can be found below the video.


Steps 

  1. Go to the CRM screen and select Leads/Comm Log.
  2. In the Last Contact Summary grid, double click on the customer whose communication history you wish to see.
  3. A dialog will open showing the full communication history for that customer.