Calls
View the call details such as contacts, notes, and attachments.
- To edit the call details, click Edit, make the necessary revisions, and click Save.
- To duplicate the information, click Duplicate. You can then make modifications to the record and save it as a different call. The system displays the new record in the Calls list.
- To delete a call, click Delete.
- To close the call after changing its status to "held", and create a new call, click Close and Create New.
- To create a note or an attachment related to the call, click Create Note or Attachment.