Populating the Call Header

The fields in the call header enable users to capture basic information about the call territory, account, date, and time.

  • Selecting a Call Address - Users select a call address to record where a call took place
  • Adding a New Address - Users can add a new address for an account directly from the call report, which makes it easier for users to keep account records up to date
  • Selecting a Territory - Users assigned to multiple territories can select the desired territory for each call they create
  • Selecting a Call Datetime - Users can select the call datetime from a picklist