Creating a task based on a call: Difference between revisions
From Planfix
(Created page with "{{#seo: |title=Creating a task based on a call |titlemode=append |keywords=planfix, tasks, calls, telephony, vats |description=Creating a task based on a call }} After the call ends, Planfix records information about it in the contact's card. Additionally, you can select a task in which a link to the call recording and the data tag Calls will be placed. You can not only select one of the existing tasks in the system but also cre...") |
No edit summary |
||
| Line 14: | Line 14: | ||
https://s.pfx.so/pf/Zo/Vo7in9.png | https://s.pfx.so/pf/Zo/Vo7in9.png | ||
When you click on the "New task" button, select the role in which the contact will participate, as an assignee or as a counterparty: | |||
https://s.pfx.so/pf/Cg/wH33Hc.png | https://s.pfx.so/pf/Cg/wH33Hc.png | ||
Latest revision as of 14:08, 13 October 2023
After the call ends, Planfix records information about it in the contact's card.
Additionally, you can select a task in which a link to the call recording and the data tag Calls will be placed.
You can not only select one of the existing tasks in the system but also create a new one - for example, if this was the first call from a new customer that requires further processing:
When you click on the "New task" button, select the role in which the contact will participate, as an assignee or as a counterparty:
