Communication Log
Client Query - Is it possible to add a Lead entry into CRM without a company record?
Question/Problem We often receive phone calls from customers we do not know and do not need their contact details at this point, is it possible to add a Lead entry into CRM without a company record? Resolution/Solution This is not really possible ...
Client Query - Why is my quotation not showing in CRM Leads (Comm Log) screen?
Question/Problem A quotation is not appearing in the [CRM (Leads)] screen for a callback. Resolution/Solution Sales orders (or Quotations in this case) won't show in [CRM | Leads (Comm Log)] until you have added a new Comm. Log in the CRM tab of the ...
Include a Company in the Leads Comm Log Screen
Overview You can include a previously excluded company so that they do appear in the communication log, the following video explains how to do this. There are step-by-step instructions below the video. Steps Open CRM. Click on Leads (Comm Log). Click ...
Exclude Companies from the Leads Comm Log
Overview You can prevent a company from appearing in the communication log, the following video explains how to do this. There are step-by-step instructions below the video. Steps Open CRM. Click on Leads (Comm Log). Select the company you wish to ...
Delete a Comm Log Entry from within the Comm Log Screen
Overview The following video explains how you can delete a communication log entry in the Leads (Comm Log) screen. Step by step instructions are below the video. Steps Open CRM. Click on Leads (Comm Log). Double click on the company you wish to ...
Creating a New Comm Log Entry from Comm Log Screen
Overview The following video explains how you can add a communication log entry in the Leads (Comm Log) screen. Step by step instructions are below the video. Steps Open CRM. Click on Leads (Comm Log). Double click on the company you wish to add the ...
Khaos Control Cloud Setup Guide - System Data - Comm. Log Types
Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Set Up Comm Log Types
Overview This video will show you how to set up different comm log types for logging communications with customers. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click on the Comm Log Types line to ...
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 ...