Contact Interaction
From any Contact window, you can choose the Interaction button from the toolbar to record notes about your contact. This feature is extremely useful for noting important information during telephone conversations, or can be used to gather data for other purposes. For example by:
- Entering a promotion code within the Interaction window you can track the response rate for your promotions and tally the number of actual calls.
- Choosing a script within the Interaction window, the call script is opened. You can then lead the contact through the call script.
Attention: If you intend to use a script with an interaction note, you should go to the Interaction window first, then let the program open the script.
