BROADREACH
Sales Call
Call Details
Contact:
Aaron Evans
Organization:
One Shore
Phone:
425-242-4304
Notes:
Purpose of call:
Call time:
Plan:
Follow up:
Follow up time:
Status:
CALL
EDIT
OTHER
Status is displayed here.
BROADREACH
Sales Call
wireframe:
call details
Actions
go to menu
go to call list
view contact details
dial
enter note
view note
view call history for contact
view campaign details
missing
link to contact details
link to call history
- attempts for this call
- previous calls to this contact
link to campaign details
caller info? (self)
attach notes to call, not just contact?
call result
- plan, result, followup are types of note
Need to condense space
priority
calling list
funnel (sales, support, followup, etc.)