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Call Topic on Log a Visit
2021년 1월 19일에 게시됨
When logging a call on a contact that has deals, there is a drop down labeled "Call Topic" that is a list of deals for the customer.
The resulting call note is then visible on both the contact and the selected deals.
Can this Call Topic drop down be added to "Log a Visit" so visit notes can be visible on both the contact and selected deals?
Thanks.
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Sharie Salilaguia
Hi Stephanie,
I'm afraid that you can't add the 'Call Topic' as an outcome when logging a visit. However, a workaround is to manually enter the call topic under Visit Notes.
I hope this helps!
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Rodger Bradford
Along the same lines, where do these topics come from? I could not find any information about how to create or control these topics. When I checked the Voice Settings in the control panel, there were options to modify Call Outcome but not the Topic.
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Sharie Salilaguia
Hi Rodger,
These Call Topics reflect the Deals associated with the Contact you are calling. You can select other Deal options if they are associated with the Contact, but otherwise, I'm afraid they cannot be customized further.
I hope this clarifies!
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Stephanie Church
Thanks for that info, Sharie. Would you please consider adding call topics to visits as a future enhancement to Sell?
Stephanie
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Sharie Salilaguia
Hi Stephanie,
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Stephanie Church
Sharie,
I thought I had posted this to Feedback on Sell. Where did it actually get posted?
Thanks.
Stephanie
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Brett Bowser
Hey Stephanie,
Apologies for the confusion! You posted in the correct topic so no worries there :) We'll be sure to pass your feedback along to the appropriate team so they're aware of this limitation.
Cheers!
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