How to add Warm and a Cold Calls?

Alkimii CRM records call logs against a company and/or contact profile. Hot and Cold calls made feed into targets and are reported on in the weekly CRM email.

• Using the mega menu, navigate to either companies or contacts

• Click into the required profile either through the Name or Eye icon. 

• Click Call 

• • Who made the call. 
  • Contact.
  • If it was a cold call, tick the box.
  • Add any notes associated with your call. 
  • There is the ability to Bulk Add if you have multiple calls to log. 

• Create.
• The call will appear in both your and your Contact's activity log.
• This will also update within the Target Dashboard.