{"id":247019,"date":"2020-10-16T19:33:52","date_gmt":"2020-10-16T17:33:52","guid":{"rendered":"https:\/\/iosxpert.biz\/?page_id=247019"},"modified":"2023-06-06T09:47:51","modified_gmt":"2023-06-06T07:47:51","slug":"logging-communication-with-customers","status":"publish","type":"page","link":"https:\/\/iosxpert.biz\/en\/daylite-academy\/logging-communication-with-customers\/","title":{"rendered":"Daylite Academy &#8211; Logging Communication with Customers"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.5.6&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;15px||3px||false|false&#8221; global_module=&#8221;237192&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; max_width=&#8221;1160px&#8221; custom_padding=&#8221;3px||3px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;1px||4px|||&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;1px||50px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_4,3_4&#8243; custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;||40px||false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;0px||40px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/10\/Logging_Communication_with_Customers.png&#8221; title_text=&#8221;Logging-Communication-with-Customers&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; module_alignment=&#8221;center&#8221; border_radii=&#8221;on|8px|8px|8px|8px&#8221; box_shadow_style=&#8221;preset2&#8243; box_shadow_spread=&#8221;-6px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_button button_url=&#8221;https:\/\/iosxpert.biz\/en\/services\/daylite-business-coaching\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Get Coaching Package&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; custom_button=&#8221;on&#8221; button_text_size=&#8221;18px&#8221; button_text_color=&#8221;#ef8b23&#8243; button_bg_color=&#8221;#ffffff&#8221; button_border_width=&#8221;2px&#8221; button_border_color=&#8221;#ef8b23&#8243; button_border_radius=&#8221;5px&#8221; button_font=&#8221;||||||||&#8221; button_use_icon=&#8221;off&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||2px|||&#8221; custom_css_main_element=&#8221;display: block !important;\t&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][et_pb_text _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; text_font_size=&#8221;15px&#8221; custom_margin=&#8221;25px||1px||false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||15px||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>This course is part of our <a href=\"\/en\/services\/daylite-business-coaching\/\" target=\"_blank\" rel=\"noopener noreferrer\">Daylite Business Coaching<\/a>. You are already a Daylite Business Coaching customer? <a href=\"https:\/\/iosxpert.dayliteacademy.com\/index\" target=\"_blank\" rel=\"noopener noreferrer\">Login &gt;&gt;<\/a><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#000000&#8243; header_font_size=&#8221;45px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_align=&#8221;left&#8221; header_2_text_color=&#8221;#000000&#8243; header_2_font_size=&#8221;45px&#8221; header_2_line_height=&#8221;1.3em&#8221; background_layout=&#8221;dark&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;-13px||0px||false|false&#8221; custom_padding=&#8221;||5px||false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;||0px||false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; header_font_size_tablet=&#8221;&#8221; header_font_size_phone=&#8221;34px&#8221; header_font_size_last_edited=&#8221;on|desktop&#8221; header_2_font_size_tablet=&#8221;&#8221; header_2_font_size_phone=&#8221;34px&#8221; header_2_font_size_last_edited=&#8221;on|desktop&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><a href=\"https:\/\/iosxpert.biz\/en\/daylite-academy\/\" target=\"_blank\" rel=\"noopener noreferrer\">Daylite Academy<\/a><\/h2>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#000000&#8243; header_font_size=&#8221;25px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_align=&#8221;center&#8221; header_2_text_color=&#8221;#000000&#8243; header_2_font_size=&#8221;45px&#8221; header_2_line_height=&#8221;1.3em&#8221; background_layout=&#8221;dark&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;-13px||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;||0px||false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; header_font_size_tablet=&#8221;&#8221; header_font_size_phone=&#8221;34px&#8221; header_font_size_last_edited=&#8221;on|desktop&#8221; header_2_font_size_tablet=&#8221;&#8221; header_2_font_size_phone=&#8221;32px&#8221; header_2_font_size_last_edited=&#8221;on|desktop&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Course: Logging Communication with Customers<\/h1>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#000000&#8243; header_font_size=&#8221;45px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_align=&#8221;left&#8221; header_2_text_color=&#8221;#4da9e0&#8243; header_2_font_size=&#8221;25px&#8221; header_2_line_height=&#8221;1.3em&#8221; background_layout=&#8221;dark&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;-4px||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;||0px||false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; header_font_size_tablet=&#8221;&#8221; header_font_size_phone=&#8221;32px&#8221; header_font_size_last_edited=&#8221;on|desktop&#8221; header_2_font_size_tablet=&#8221;&#8221; header_2_font_size_phone=&#8221;20px&#8221; header_2_font_size_last_edited=&#8221;on|desktop&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><span style=\"color: #000000;\">Section:<\/span> <a href=\"https:\/\/iosxpert.biz\/en\/daylite-academy\/#kp\">Build And Nurture Relationships<\/a><\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;5px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>There are days when the phone doesn&#8217;t stop ringing. Notes are hastily done on paper sheets, post-its on the colleagues&#8217; computer displays represent callback requests. <br \/>Paper however gets lost quickly. <br \/>And come next week, who&#8217;ll remember what a phone call from last week was all about or if all those callbacks actually happened? <br \/>Daylite and our extension Fone&amp;Text allow you to log all incoming and outgoing phone calls and have them linked into the activity history of the contact. The information is then available for the entire team at all times. <br \/>That way you know even after two years what deal you made with which client. <br \/>Callback requests can also be delegated with Daylite, and you can see if the task was completed.<\/p>\n<p><strong>Duration:<\/strong> about 45 minutes<\/p>\n<p>[\/et_pb_text][et_pb_video src=&#8221;https:\/\/vimeo.com\/467317529&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; max_width=&#8221;100%&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;50px||||false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;40px||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_video][et_pb_text admin_label=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_text_align=&#8221;center&#8221; header_text_color=&#8221;#000000&#8243; header_font_size=&#8221;45px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_align=&#8221;center&#8221; header_2_text_color=&#8221;#000000&#8243; header_2_font_size=&#8221;40px&#8221; header_2_line_height=&#8221;1.3em&#8221; background_layout=&#8221;dark&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;34px||0px||false|false&#8221; custom_padding=&#8221;12px||0px||false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;||0px||false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; header_font_size_tablet=&#8221;&#8221; header_font_size_phone=&#8221;32px&#8221; header_font_size_last_edited=&#8221;on|desktop&#8221; header_2_font_size_tablet=&#8221;&#8221; header_2_font_size_phone=&#8221;32px&#8221; header_2_font_size_last_edited=&#8221;on|desktop&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Content<\/h2>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;rgba(0,0,0,0.16)&#8221; divider_position=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; header_3_font_size=&#8221;18px&#8221; custom_margin=&#8221;10px||1px||false|false&#8221; custom_padding=&#8221;||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Introduction<\/h3>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;rgba(0,0,0,0.16)&#8221; divider_position=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; header_text_color=&#8221;#000000&#8243; header_3_text_color=&#8221;#000000&#8243; header_3_font_size=&#8221;20px&#8221; custom_margin=&#8221;40px||1px||false|false&#8221; custom_padding=&#8221;||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3><strong>LOGGING INCOMING AND OUTGOING PHONE CALLS<\/strong><\/h3>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;rgba(0,0,0,0.16)&#8221; divider_position=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; header_3_font_size=&#8221;18px&#8221; custom_margin=&#8221;10px||1px||false|false&#8221; custom_padding=&#8221;||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Logging inbound phone calls<\/h3>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;rgba(0,0,0,0.16)&#8221; divider_position=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; header_3_font_size=&#8221;18px&#8221; custom_margin=&#8221;10px||1px||false|false&#8221; custom_padding=&#8221;||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Logging outbound phone calls<\/h3>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;rgba(0,0,0,0.16)&#8221; divider_position=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; header_3_font_size=&#8221;18px&#8221; custom_margin=&#8221;10px||1px||false|false&#8221; custom_padding=&#8221;||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Advanced Call Logging<\/h3>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;rgba(0,0,0,0.16)&#8221; divider_position=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; header_3_font_size=&#8221;18px&#8221; custom_margin=&#8221;10px||1px||false|false&#8221; custom_padding=&#8221;||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Follow up actions for calls<\/h3>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;rgba(0,0,0,0.16)&#8221; divider_position=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; header_3_font_size=&#8221;18px&#8221; custom_margin=&#8221;10px||1px||false|false&#8221; custom_padding=&#8221;||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Test: Logging incoming and outgoing phone calls<\/h3>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;rgba(0,0,0,0.16)&#8221; divider_position=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This course is part of our Daylite Business Coaching. You are already a Daylite Business Coaching customer? Login &gt;&gt;Daylite AcademyCourse: Logging Communication with CustomersSection: Build And Nurture RelationshipsThere are days when the phone doesn&#8217;t stop ringing. Notes are hastily done on paper sheets, post-its on the colleagues&#8217; computer displays represent callback requests. Paper however gets [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"parent":243436,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"dipi_cpt_category":[],"class_list":["post-247019","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Daylite Academy - Logging Communication with Customers - iOSXpert<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/iosxpert.biz\/en\/daylite-academy\/logging-communication-with-customers\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Daylite Academy - Logging Communication with Customers\" \/>\n<meta property=\"og:description\" content=\"This course is part of our Daylite Business Coaching. 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