cancel
Showing results for 
Search instead for 
Did you mean: 

Linking Incoming Calls to Leads

ChrisM_Premier
New Contributor

When we book Leads in ST and customers call in for follow ups, we are not able to link that call to the lead like we would to a job, so we need to do the manual call closeout.  Is there a way that we can link these calls to Leads?

2 REPLIES 2

FCAC_Jason
Visitor

Was this resolved, Chris?

 

mlagos
Community Moderator
Community Moderator

Thank you for reaching out. One of our product experts will be in touch shortly to further assist you.