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How to enable Post call Disposition form?

Sourav

Last Update hace 4 años

With a busy and productive sales team, it’s tricky to capture all the data associated with the call. Post incoming or outgoing calls for the leads in Salesmax, the app triggers a form instantly where you can store the call outcome, notes on the conversation, and log the call timings automatically so that no details are missed out.


Step 1: Click on the App menu


Step 2: Click Settings


Step 3: Enable Screen Pop & Post call logging form

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