4.2. Response Recall
After calling the customer, review and process any notes and recalls left behind.
In the response management menu, you can collect a list of all response information registered in CRM, inquire, and proceed with the response.
Looking up Response Information
Select when setting the criteria for the inquiry period to the recall date.
Select when setting the inquiry period as the date of registration of response information.
Set the search period.
You can also quickly set the period using the Today, Yesterday, and Last Week buttons.
Use additional filters for more detailed search: Recall Status, Recall Registrant.
Select the desired detailed filter value from the drop-list.
Clicking will display a list of response information.
Review the list, check response notes, and initiate a recall.
You can also download the searched list as an Excel document.
You can double-click on the list to edit the response information. (Change the recall status after recall.)
If you have completed the response, change the response status and save it.
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