Agent – Creating Activity

customertrax 4. VoIP Agent

Capture Cases, Alerts, Notes, Sales Calls, Tasks, and Opportunities. Important details will not be lost, and further solutions can be gained from the insights gathered during the call.

  1. While viewing a customer record, click the Action Menu
  2. Choose the Activity you would like to create
  3. A new tab will be shown with the blank Activity form


customertraxAgent – Creating Activity