In a contact file add field for links add field for notes and add field to upload files as well as allowing calls to be transcribed
Adding a field for notes allows us to personalize the interaction with the client by allowing us the opportunity to recall key points of previous conversations.Putting their social and attaching files another key aspect allowing RingCentral to be a micro CRMTranscribing phone calls allows us to review/crutiqu/train our staff interactions with clients as well as document conversations
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Jacqui
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