How to get to this screen: Click on Contact Management, then Phone Messages. This screen is the main screen used for taking messages, sending them via e-mail to sales people, tracking actions, responses and notes while keeping records of every call entered for optimal customer service.

• Select a Message Status from the drop down menu to pull up a specific report.
• To pull up a report for one Sales Person, select the person from the drop down menu.
• Choose a Sort By selection according to preference.
• Enter the Begin and End Date and click Run Report.

• Click on the New Message button to create the fields shown above.
• Enter the Contact's phone number. If the Contact does not yet exist, you will be taken to the Contacts File screen to enter the contact information when the message is saved or emailed.
  
• The Sales Person drop down menu is generated from the Sales Person file in Commissions. Click here to go to the Sales Person file tutorial.
• Enter the Taken By and Caller names. The Date and Time are auto filled from the time you clicked the New Message button.
• Choose the Status of the call and the Action that needs to be taken. This information will be sent with the e-mail to the Sales Person.
• Enter the Phone Message. The Response will be filled in by the Sales Person. Contact Notes are generated from the Maintain Contacts screen.
• Click the E-Mail To Sales Person button to send the message. The screen shown below will appear.

• To complete this form, click the Save Changes button. Messages are not deleted from this report.

Back to Contact Management