Conversations with prospects and contacts are a vital part of communication within sales. And ensuring these are recorded correctly in Membrain is important, both for an individual's workflow and also for colleagues and sales managers
There are 2 distinct ways to use Membrain's Call functionality.
Both of these actions can be used to create a Call Activity, allowing for the tracking of Activity across the team
If you have an IP telephony software (such as Skype or Aircall) installed on your computer, you can make calls through Membrain by simply clicking on any phone number you have saved to a Company or Contact.
Clicking on the Call button brings up a dialogue box where you can click to make the call and add notes about the conversation.
There's no need for an integration or complex set up in order to make a call from Membrain. All that's needed is for your computer or browser to recognize a phone:// or callto:// link and trigger your preferred phone software to make the call.
Often, the first time you click the Call button to make a call, your browser will ask you which application you would like to use to make the call. This will then be the default software used going forward.
Otherwise, refer to your IT department to request help to configure your preferred phone software.
You don't have to make calls via Membrain. If you use a landline or cellphone you can simply add the notes about the conversation during or after the call.
To save the details about a telephone conversation you've just had, simply add the details in the notes box.
Additional information about the outcome of a phone call can be added after it has happened to help salespeople log notes and track the next steps. Learn more about Activity Custom Fields.
Sales Enablement or Sales Collateral from The Content Hub is visible from the right-hand side of the phone call dialog box during creation, to guide salespeople as they work.
If the field Time Zone is set on the Contact, you will see their Local Time in the Call dialog.
The Time Zone on a Contact can be set up in different places in Membrain. You can for instance set it up on the Contact Page or create a List View in the CRM Contact Database.
Contact Page:
Access the Properties of any activity by selecting the "Properties" option, available from the More menu ("...") or the context menu (right-click on an activity in the Activities list view or inside the calendar). This action opens a dialog displaying essential details such as who created and last changed the activity, along with their respective dates. Additionally, you can view or add an External Identifier for the activity. To edit the External Identifier, simply click on it or the "+ ADD" text if none is currently assigned.
