Exam Type Microsoft
To record a phone call as an interaction, what must be done prior to recording the interaction?
Answer(s)
- - Relationship Management must have all Number Series setup.
- - The Interaction Template Code for Outgoing phone calls has been selected on theInteractions tab of the Relationship Management setup window.
- - Outgoing calls should automatically be recorded.
- - Manually process the telephone call in a new Microsoft Word document and save this as anattachment to the Interaction Template
Correct Answer - The Interaction Template Code for Outgoing phone calls has been selected on theInteractions tab of the Relationship Management setup window.