Setting Up Call Followup Types
You can use call followup types to enumerate ways of following up on calls. For example, when you log a call, you can specify that you will send the customer a fax to follow up on their request.
To define call followup type codes:
1. Navigate to the Call Followup Type QuickCodes window.
2. Enter a Code to represent the type of followup that will be made.
3. Enter a Meaning to describe the code briefly.
4. Enter a full Description of the Code and Meaning.
5. Check Enabled to make the code available for use.
6. Optionally enter a Start and End Date.
These dates set the active time frame for the code. If you choose not to enter dates, the code is always active.
