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In Setup you can add a cc email address that
also receives a copy of all phone messages
emailed out.
This could be so someone else gets a backup
copy of the message, for management to stay
on top of their staff or to have one person
attach the phone messages to the clients
record in their client management system.
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You have full control to change the layout of
the phone message that is emailed out.
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If you setup a Rule in your Outlook, you could
have all Phone Messages go to a specific folder
under your inbox.
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The Automated Phone Logging System is a very simple program
that enhances the productivity in a specific area of your business ... handling inbound
phone calls. There are 3 key parts to the system:
1.
Creating the Phone Message (Click here)
2. The Recipient handling their Phone Message (Click here)
3. Reports and Other Tools (Click here)
In addition to these informational pieces, you can also go
to the video page and watch an overview
video of the program. It shows all 3 parts.
The Automated Phone Logging System will ...
- Save you time taking inbound calls
- Give your staff a more efficient way of receiving
their phone messages
- Create a log file of all inbound calls
- Finding a phone message from months ago is a breeze
- No more loosing the phone message
- Don't need to interrupt the receptionist to see if
you had any phone calls ... just check your inbox
- You can receive and handle phone messages anywhere
you can receive your email ... PDA, Cell Phone, Laptop, from Home or even
while on vacation.
- If you can't take care of the person who called you,
just forward the phone message to another employee
- Many client management systems allow the user to
attach emails to a client record. That's why I designed the system to
send emails ... so you can easily attach the phone message to a client record with
minimal effort or steps to maintain a complete log of communications with
the client.
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