Make a Call through Call Form

This comprehensive guide explains how to create a Call form in Thriwin CRM, detailing various methods of access and form completion for users.

Accessing Call Form via Toolbar

• Description:
  • Click on '+' icon in the toolbar
  • Open the Activities dropdown
  • Select 'Call' option
• Screenshot: (Screenshot 1: Toolbar with '+' icon and Activities dropdown)

• Key Points:
  • Only the initiator will be pre-filled
  • User must manually complete all other required fields
• Screenshot: (Screenshot 2: Call form with initiator pre-filled)

• Important Notes:
  • Call button enables only when a participant is selected
  • Only single participant can be selected for call task
  • Instant call possible only if participant has a valid mobile number

Accessing Call Form from Entity Details Pages

Company Details Page

• Description:
  • Navigate to specific Company details page
  • Click on Call icon
  • Company Name automatically pre-fills in participants field
• Screenshot: (Screenshot 3: Company details page with Call icon)

• Screenshot: (Screenshot 4: Call form with Company Name pre-filled)

• Note: Instant call can be made to the participant by clicking call icon

Lead Details Page

• Description:
  • Open specific Lead details page
  • Click on Call icon
  • Lead Name automatically pre-fills in participants field
• Screenshot: (Screenshot 5: Lead details page with Call icon)

• Screenshot: (Screenshot 6: Call form with Lead Name pre-filled)

• Note: Instant call can be placed to the participant by clicking call icon

Marketing Contacts Details Page

• Description:
  • Open specific Marketing Contact details page
  • Click on Call icon
  • Marketing Contact name automatically pre-fills in participants field
• Screenshot: (Screenshot 7: Marketing Contacts details page with Call icon)

• Screenshot: (Screenshot 8: Call form with Marketing Contact pre-filled)

Accessing Call Form from Admin Settings

• Description:
  • Navigate to Admin Settings
  • Select 'Assign Call'
  • No fields are pre-filled
  • Admin must manually enter all required information
  • Considered as an administrative task
• Screenshot: (Screenshot 9: Admin Settings page)

• Screenshot: (Screenshot 10: Blank Call form in Admin Settings)

Step 4: Accessing Call Form from Calls and Meetings

From Calls and Meetings List

• Description:
  • Click on call icon in corresponding record in list
  • Call form opens with the particular participant pre-filled
• Screenshot: (Screenshot 11: Calls and Meetings list with call icon)

• Screenshot: (Screenshot 12: Call form pre-filled from list)

From Calls and Meetings Details Page

• Description:
  • Click on 'Complete Task'
  • Call form opens with completed call details
• Screenshot: (Screenshot 13: Calls and Meetings details page)

• Screenshot: (Screenshot 14: Call form opened from completed task)

Common Issues and Troubleshooting

• Issue 1: Unable to make instant call
  • Solution: Verify participant has a valid mobile number
• Issue 2: Call button not enabling
  • Solution: Ensure a participant is selected

FAQs

• Question 1: Can I modify pre-filled participant information?
  • Answer: Yes, pre-filled information can be edited before form submission
• Question 2: Why can I only select one participant for a call?
  • Answer: Calls are designed for one-to-one communication in this CRM

Need More Help?

• Contact Support: Reach out to Thriwin CRM support team for detailed assistance with Call form navigation and completion.

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