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How do I schedule phone calls by means of call lists in metasfresh?

Overview

In metasfresh, you can automatically create individual phone call schedules that are based on phone call schemas comprising various versions of partner-specific call times when they can be reached. This enables you to schedule phone calls far in advance while staying up to date and keeping track of pending calls, call times and contacts at all times.

Moreover, while working off your phone call schedule, you can keep it tidy simply by checking off each call you finished. And if a call results in a customer order, you can also note this down and jump directly from the entry into sales order recording.

Steps

  1. Add a phone call schema.
  2. Add a phone call schema version.
  3. Create automatic phone call schedules.
  4. Keep the schedules up to date at all times by checking off each finished call or jumping directly from the phone call schedule into sales order recording.

Zur Quelldatei auf github.com