Manual Calls & reminders

The Calls and Phone reminders screens track all of the sales team's phone activity. A call records an exchange that has already happened (duration, direction, reason); a reminder flags a callback still due and is checked "done" once it has been made. Both automatically roll up into the Customer activity.

Left-hand side menu: Commercial activity → Phone calls or Phone reminders.

The Phone calls screen lists calls in a table, with a direction icon at the start of each row. The toolbar lets you export, create, delete and search.

The icon at the start of the row shows the direction of the call. Three cases, recognizable at a glance.

Click New: the entry window contains the call's fields.

The Phone reminders screen works like the call log, but lists the customers to recontact. Each reminder is checked done once the call has been made, which removes it from the list of pending reminders.

Both lists can be filtered via Search and exported as PDF or Excel.

Any call linked to a customer automatically rolls up into their activity timeline, as a turquoise chip, with its type, reason, duration and direction.

flowchart LR
  A[Enter call / reminder]:::ph --> R{Linked
to a customer?}:::p
  R -->|Yes| T[[Customer activity
timeline]]:::c
  R -->|No| X([Does not appear]):::ko
  T --> S([Full context
before the next contact]):::ok
  classDef ph fill:#E6FBF9,stroke:#00A89D,color:#065F46;
  classDef p fill:#EEF0FF,stroke:#6C5DD3,color:#3a2b80;
  classDef c fill:#F0EEFF,stroke:#7366FE,color:#5B21B6;
  classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46;
  classDef ko fill:#FEE2E2,stroke:#EF4444,color:#991B1B;