1.1 What is the Call Section?
The Call Module is used to log, track, and manage all call interactions with leads and deals inside WORTAL CRM. It ensures that every phone conversation, whether incoming or outgoing, is recorded systematically and linked to the correct Lead or Deal.
The purpose of the Call Module is to create:
- Transparency
- Accountability
- Continuity in the sales process
1.2 Why the Call Section is Important
In most businesses, important discussions happen over calls. Without proper logging:
- Follow-ups get missed
- Managers cannot review call outcomes
- Team performance cannot be measured
- Conversations depend on memory
The Call Module ensures:
- Every call is recorded with proper details
- Call duration and response are tracked
- Follow-ups are scheduled immediately
- Managers can review call activity
- Full call history is available under Lead and Deal records
