call tracking

Here, we are going to see How to create call tracking in the EFM Application.

Step1: Login to EFM Application and go to the Sales Module.

call tracking
fig.1

Step2: Select the Call tracking button.

efm
fig.2

Step 3: Here, We can search old tracking by selecting salesperson, now click on Create New option.

shipment
fig.3

Step 4: Select organization and fill in all the required details and call type then save the details.

call tracking
fig.4

Step5: Now, the call tracking is created and saved in the record.

consol
fig.5

Step6: We can download the report by the option downloads button.

fig.6

Hope, now We got an idea about How to create call tracking in the EFM application.