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Example Workflow for Recording Calls

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This section details sample tasks often performed by end-users when recording contact and account calls. Your company may follow a different workflow according to its business requirements.

NOTE:  Prior to recording calls, end users need to set up and update their personal lists, create target lists and route plans, and add activities. For more information, see Planning Calls.

The following list shows tasks end users typically perform when recording contact and account calls. These tasks are typically performed in the following order:

Review the call plan for the day.
Visit contacts and accounts.
Record contact calls. For more information, see Recording Contact Calls.
Record account calls. For more information, see Recording Account Calls.

For more information on the tasks associated with recording calls, see End-User Procedures. For more information on planning calls and setting up meetings, see Planning Calls and Setting Up a Meeting.

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