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Making a phonecall | ||
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There are two ways to place an outgoing call: • Click the Outgoing Call button and search for the person you wish to call • In the Filing screen, Diary, To-Do or Table screens you can right-click on a company or contact and choose Call now from the menu which appears TCM will list all the phone numbers for the contact that you are calling, plus any company numbers if the contact is at a company. Before you start the call you can read through previous conversations in the top half of the screen. When the phone is answered at the other end, click Connect. This starts the call timer. Make notes of the phonecall by typing into the box in the lower half of the screen. You can use the templates to speed this up. At the end of the call click Hang-Up. This will close the Outgoing Call window and save your notes in the relevant folders. It will also add an entry into your diary showing the time and duration of the call. Click here to start an outgoing call |