Hauler Hero CRM allows you to log customer calls so you and your team can refer back to them whenever you’re catching up with a particular customer’s history.
You can log calls via Customer Profile > Account > Calls.
How do I log a customer call?
Go to any customer’s Customer Profile page, go to its Account tab, then look for the Calls section.
Click the + Plus icon in its top-right corner.
Select the person’s Contact Name and Contact Method.
If either are blank, you’ll need to add a contact and record their phone number via the Contacts section on the same Accounts tab we’re working in.
Add the rest of the call’s details; inbound vs. outbound, what it was about, additional details, as well as any tags you’d like to associate. Click Save when done.
You’ll then see it show up in the Calls section.
Click it to review its details, as well as to make any edits to its Subject, Tags, or Call Note as needed.
In the top-left corner, you can set a status for each call.
Open -- The call needs to happen.
In Progress -- The call is currently happening.
Closed -- The call has been completed.
Feedback? Questions?
We'd love to hear your feedback to help us improve your experience. Please submit feedback through the chat bubble or email to support@haulerhero.com.