You can start dialing a phone number directly from TRASER Sales 365. To do this, click on the 📞 icon next to a phone number. If you have linked your telephone system with TRASER Sales 365, a new telephone call activity will open automatically as soon as you call a contact - or you get a call by a contact.
In the form of the telephone call, you first have the option to select a general Reason (1) from a radio button. The Subject field (2) automatically fills with the selected reason and can be completed or edited afterward. The Date and Call from / Call to (3) fields are pre-filled. You can fill the Description field (4) with descriptive text about the content of the phone call and finally complete the action using the Save & Close button (5).