Setting call entries

When you regularly contact your customers to take their orders, using call entries is a great way to start. This list tells you who to call each day and gives you all the information you need to begin the call and take their orders right away.

Setting up customers for call entries

1. Select the Search icon , enter Customers, and then choose the related link.
2. Select the customer you want to set up for calling entries and choose the Edit action.
3. On the Call Entry section, on the Advanced Sales Management FastTab of the Customer page, fill in the fields as necessary. Hover over a field to read a short description.

Setting up call schedules for customers

1. Select the Search icon , enter Customers, and then choose the related link.
2. Select the customer you want to create a call schedule for and choose the Edit action.
3. Choose the Call Schedule action and fill in the fields as necessary on the Call Schedule Lines. Hover over a field to read a short description.
4. You can now create the call entries for the customer, or alternatively do this in the regular batch.

Create call entries

1. Select the Search icon , enter Create Call Entries, and then choose the related link.
2. On the Create Call Entries page, fill in the fields as necessary. Hover over a field to read a short description.
3. Choose OK to create the entries.

See also

Register New Customers