Logging calls from a module List View – Why?

I had a call from one of our successful SugarCRM customers asking what ways could we come up with to a way to improve the speed their telesales teams were logging calls.

I’m a fan of the CRM best practice of: before making a call, reviewing your contact data in full. Reviewing the history and planning the call.  However, in a telesales environment where they may be no data to analyse, there is a quicker way to logging real call records in SugarCRM.

How do you set this up in SugarCRM?

First of all, this will only work using the Advanced Workflow tool inside SugarCRM.  This is available for the Enterprise edition.  If you need to upgrade, you should talk to us.

It works by creating three fields in a Contact-based module. Such as the Leads module.

Then you need to create a Process Definition record using the Advanced Workflow tool in SugarCRM.

The trigger for the Workflow to start is simply the “New Call Notes” field is not empty.

The several actions are configured to:

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