The Communication section allows you to create and store all contact with a customer (previously called Contact History). The Communication tab of the Customer screen stores all contact details and appointments. Appointments are also shown visually on the Appointments diary.
The 2 displays are interlinked so that changes in the customer screen flow through to change the appointment diary and vice versa.
Before using Communication entries ensure you have setup some Actions and Resources in order to select them from the lists.
Recording the Results
1. When the appointment is over you need to record the result. Return to the customer screen and right-click the date of an appointment to open up the edit screen. (You can also open the Appointments diary screen and click the Appointment Results button):
2. Now select an outcome of this event in the Results box:
For example this could be:
Quoted – when you have given the customer a quote. You then get an additional box to record the quote reference.
Lost - if the customer does not want to go any further.
ReAppoint – It is likely that you will need to have a follow up appointment. When you select ReAppoint and press Update you are immediately given a new appointment window where you can select your new date and input new details. Complete this box the same way as the first appointment.
Sold - If the appointment was successful and the customer has chosen to proceed.
Click the Edit Popup Contents icon to add in your own answers and decide which results should prompt for a reasons box to appear.
Communication (Contact History) articles:
Creating a new appointment (communication entry)