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Calls are made out of work items which we define as a group of tasks or responsibilities to fulfil in a call, where applicable. There are 7 work ite...

Call Objectives and Objectives (refer to Objectives) are virtually the same component except with one difference - when you open it within a call for a spec...

A store check allows you to collect information about a customer for the purpose of reporting, or to ensure they comply with requirements mandated by the or...

The content view work item is a simple marketing tool used to represent your goods and services material to your customers in digital form. Accepted conten...

This work item allows you to view account specific reports within the call. Email Reports Reports can be emailed to a recipient. If the account has any ...

This work item is used to take orders.

This work item allows you to view content of an agreement and signup, which results in the allocation of a group to that account. All signup items visib...

The purpose of the Call Summary is to give you an overview of the activities you will have completed in the call. It is also confirmation of what will be s...