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When making an unscheduled call, use this button.
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It will record your call outcome and notes in the call folder
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You can also schedule a follow up call by selecting “pending” and choosing the date. The new follow up call with show up in call folder and prompt you on the Daily Agenda.
Call Button-Record/Schedule a Call Print
Created by: Kurt Higgins
Modified on: Sat, 17 Jun, 2017 at 2:25 PM
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