Frequently Asked Question

Before You Call puts the three things worth knowing before you phone a customer at the top of their CounterCRM page. On a phone, you can then call them with one tap and log the call as soon as you hang up.

Before You Call

The panel opens with a chip for each list, for example "2 special orders · $368". Click Show details to see the lists behind them:

• Waiting on: special orders and back orders still open for the customer.
• Asked for, couldn't supply: lost sales recorded for them in the last 90 days.
• Buying more or less: the lines they're buying more or less of than a year ago.

It shows only what the rest of the customer page doesn't, so it's a quick read before you dial.

Calling from your phone

Phone numbers on the Call List, in Plan Visits, in a customer's contacts and on the Main Number tile can be tapped to call.

1. Tap the number. Your phone opens its dialler with the number filled in.
2. Make the call.
3. Come back to CP2. The Log a call dialog opens for that customer, with the contact you called already picked.
4. Add a note and a follow-up date if you need one, then save.

On a computer with no dialler, a bar appears at the bottom of the screen instead: Calling customer - Log this call. Click it once you've finished, or Not now to skip. A call you don't log within two hours is forgotten.

Logging the call takes the account off the Call List for 14 days, or until the follow-up date you set, and counts toward what your calls brought back. See Account Watch for how the Call List works.