Logging Call Activity

When you make outbound or receive inbound calls, you can log how much time you spend with a person and save the call result. This helps you identify the total time spent with prospects as well as the productivity of your calls.

To log a call:

 

1.  Go to the person’s Mortgage Quest record.

2.  Click Log Call .

 

 

The Log Call screen has the following features:

·      Inbound / Outbound – Indicates the direction of the call.

·      Save Call Result in Notes – The call results and the call duration will be recorded in the Notes section of the main screen.

·      Call Number – The list contains phone numbers which you can access when making an outbound call.

·      Times Called – The number of times you called or received calls from this person.

·      Total Duration – The total number of minutes you have spent with this person.

·      Call Duration – When you click Start Call, the call will be timed until you click Stop Call. You can also enter the call duration directly into this field.

·      Sales Stage – This is the same sales stage field on the main screen. You can change the sales stage from this list and it will update the main screen field.

·      Call Result – After you complete a call, select the call result from the list. You must select a result before you can save the call.

·      Notes– Enter notes in three separate areas as needed: Biggest problem, Objective and Other Notes. When making outbound calls, this information helps you focus your conversation.

·      Start/Stop Call – Click Start Call to begin the call timer. When you finish a call, click Stop Call.

·      Save Call – Save the call results. If the Save Call in Notes checkbox is marked, the results will be saved also in the main notes screen.

·      Cancel Call – Don’t save the call.

·      Save Notes – Save information in the Notes.

·      Forecast – Displays the forecast screen for entering forecast information.