Keyword Search (VoIP Agent)

customertrax 4. VoIP Agent

The quickest way to find Accounts (e.g. customers, prospects) is using the Keyword search. The Keyword search is available in the main nav bar. Keyword account search You can use the Keyword Search to search by: Company, FirstName, MiddleName, LastName, Account#, County, City, Zip, WorkPhone, AltPhone, CellPhone, HomePhone Selecting ‘All’ or ‘Assigned’ will control which matching results are returned – …

customertraxKeyword Search (VoIP Agent)

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

customertraxAgent – Creating Activity