Anonymous

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  1. 47 votes
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    1 comment  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous commented  · 

    Cold calling screen
    This is simple screen listing arrangement that Company name, Contact, Job title, Tel, mobile, DDI, email to allow fast calling of numbers. This template would also include a general call history notes field and next action functionality if (+) response to call. It would have a HOT button that would allow the creation of HOT call back list. Needs to be simple/quick Happy to provide scope notes if Workbook approves development.

    We currently use excel spreadsheets as workbooks is too slow.

  2. 1 vote
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    0 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous shared this idea  · 

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