To keep track of Leads and Contacts, OfficeClip provides a mechanism for creating a daily call list. In order to guarantee all contacts are contacted equally, the sales department would regularly review the call list and either take action themselves or reassign the list to someone else.
Follow these steps to create a new Daily Call List:
-
From the Contact List screen click on the icon
to go to the
Contact Summaryscreen -
Scroll down to the bottom of the screen to the section for Daily Call List
-
Click on ; the Call List Setup screen comes up
-
You can either select weekly schedule or enter up to three fixed dates
-
Click on
The call list will be shown on the Contact Summary screen.
To use the Daily Call List click, on the icon 
on the main
Contact Manager list screen. This
screen allows you to see the call list for each day and record
actions associated with it. The following actions are possible:
-
screen to take further action
-
from the Daily Call List
-
to the Contact
-
to the Contact
-
to the Contact
See Also:
Searching and Filtering Contacts