The system helps you keep track of your calls and their status.
The first part of being able to track your calls is to enter each call into the system. Without entering calls into the system, then there is no data to track so this is critical to the process.
You can enter calls in one of two places.
On the main tab of a constituent record, you should see an icon for entering a call.
Alternatively, you can enter new calls from within the Contact History tab in a constituents record.
Simply add the details of the call.
You can easily get the status of open calls, calls by date, by staffer, and some other variables. Once you're logged into the admin panel, go to:
- lists and reports (module)
- standard reports (tab)
- activities (tab)
- call history (report category)
- call history (report)