CallPlease now enables you to rename the tabs, making it easier to keep track of wider range of business processes.
We recognize that our users are using CallPlease for so much more than communications management. Companies and teams have used customer Call Actions and Tags to manage lots of different processes in their businesses including:
- Customer Relationship Management (CRM) for more people with dozens or hundreds of customers
- Service Delivery or Ticketing for lawn care, plumbers, or other small services organizations
- Practice Management for small law firms, financial services, consultants and business coachers
With this update, each Call Log can now have a different set of “stages” that utilize three of the colored tabs on the Calls page. Some of examples of customizations we already see:
|Application||Red Tab||Blue Tab||Purple Tab|
|Default||Newly Received||In progress||Need To Call|
|Customer Service||New||In Progress||Follow-up|
The tab labels can be edited by clicking on the folder icon along the tab bar. We have also added a tab for the sorting controls to allow easier changes to how calls display in the tabs.
[…] The Editable tabs feature is live. Tab labels can now be used to designate process stages or categories of activities or, well anything. See more about Tab editing here […]
[…] step is to create your workflow by customizing Call States(the tabs) and Tags to the categories or stages of your workflow and Call Actions to the steps you need to […]