Use the call notes box to save details about the call to the selected record.
Enter a follow-up task phrase and look for the green calendar icon indicating a follow-up task phrase has been detected. Callinize uses natural language processing to determine when a task creation phrase has been entered. On save, Callinize will create an open task in the CRM with a due date matching the date in the phrase.
Callinize supports “at mention” syntax. When you use the @ symbol, you will see a list of CRM users. You can select a user with your mouse or by typing their name and Callinize will send them an email with your notes from this call. This is handy when you need to inform a teammate about the status of a lead or request they take action on a lead.