Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Summary / TL:DR: This article will help you understand the Call Tracking screen.

This is a review of Call Tracking - the Open and Close Call function.  Call Tracking is used for reporting purposes to understand why customers contact customer service and the outcomes of those  contacts.  It ties in directly with the notes functionality in Advantage - using Call Tracking creates notes on the customer's account.

...