Feature: intelli-CTi Post-Call Wrap-up in Infor CRM (Windows)

After each telephone call is complete, intelli-CTi provides the complete ability to wrap-up the telephone call and to action any post-call follow-up processes within Infor CRM

The intelli-CTi Call Wrap-up feature provides a concise summary of the telephone call, including:

  • Statistical information about the call
  • Details of the related caller (e.g. CRM Account/Contact)
  • Notes captured during the call
  • CRM Activity management
  • CRM Ticket/Opportunity management

The intelli-CTi Wrap-up provides the ability to continue capturing notes together with options to further manage the call within Infor CRM.

Screenshot: Post-Call Wrap-up in Infor CRM

 Related Resources:
Further Information:

See the intelli-CTi Help Center User Guidelines for important considerations of use.