Call reporting

Entering call reports after each call or meeting with important customers helps calling officers better manage their accounts and provide excellent service. Call report details are available to the officers who made the reports, as well as to authorized supervisors.

They detail:

• *The purpose of each call.
• *The follow-up plan.
• *When follow-up action should be taken.

Follow-up actions can be added to calling officers’ “To-Do” lists automatically — and to their Microsoft Outlook calendars or similar calendars.

The TotalView™ program’s call report feature can be enabled for selected employees or for all employees.