Call Center – Manually adding activities with a filter

There are many ways to add activities to a contact in MarketSharp. With the Call Center activities are added in 3 general ways: Manually adding individual activities, Manually adding activities with a filter, Lead Captures adding activities automatically.

Manually adding individual activities

To add an individual activity for use with the call center you will want to click on Add Activity from the Leads Record View.

 

Manually adding activities with a filter

Lead Captures adding activities automatically

 

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