The Conversation Log allows you to keep track of any conversations you’ve had with a prospective client.
To get to the Prospects Conversation Log, first click the Prospects tab at the top, then double click a prospect from the list to open their information. In the top right, the Conversation Log list is displayed.
- The name, phone and e-mail fields will populate with information drawn from the currently opened customer, but you can change this information should you wish to record that you have spoken with someone else.
- The summary can be manually entered, or by using the button at the top, you can use any Predefined Phrase that have been created in the system.
- If you use the same phrase over and over again in your conversation, you can enter them into the Predefined phrases box.
- For example, if you always use the phrase “Will Call Tomorrow”, you can add it here and have it automatically type it for you when you choose it.
- To work with these predefined phrases, click on the Predefined Phrases button, then click the appropriate button depending on the action you wish to take: