Create a New Call for a Customer

Calls are used to manage, prioritize and track your contact with customers. Calls are created for a customer, and allow you to create everything from a single reminder to a call that is part of a multi-customer campaign.

From the Sales menu, click Call Manager.
Click New Call.
Type the Account Code or the Branch Code, or part of it to view a list of possible codes, and click OK.
Select the required Account or Branch and click OK.
If a contact has not been created for the account, the new contact window will open.
The Call window is used to detail each call. The selected trader is displayed at the top of the window.
In the Subject list, click on a subject that has been defined in the Call Manager daybook.
In the Contact list, click the contact to be called.
In the Reason list, click on a reason that has been defined in the Call Manager daybook.
In the Assigned list, click the name of the colleague who will make the call.
In the Status list, click the call type.
In the Priority box, type a priority, where 0 is low.
Select the Prevent Pop-up tick box if you don't want a reminder to be given to the assigned.
Type a title for the call into the Title box.
Click on the Call Info tab. In the box below, type the details.
In the Target Closure Date box, select a date by which the call should be completed.
In the Call Due box, enter the date and time for the assigned user to receive a reminder. If this is left blank, then midnight is used.
Click Update Call.

The call can be seen in the Call Manager when the contact assigned to the call is logged in to Horizon.