Master Page

Completing Phonecall Activities

To complete a phonecall activity:

  1. In the Call Log pane click the Complete button. This completes ends the phonecall activity. If the activity was automatically created when a phone call was assigned to you, the phone call ends when completing the activity. If there is a general workflow configured, the activity will be processed by the workflow before it is completed.

  2. You can also complete a phonecall activity by clicking the Send & complete button in the call transcript pane. This sends the call transcript email to the customer and completes the phonecall activity.

Related Topics

  1. Logging Phone Calls
  2. Emailing Call Log to Customers