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Phone Call Reference
A phone call record is used to hold information about a phone call (or conversation) that has already taken place with a client or that needs to take place in the future. A call is considered completed once you fill in a complete date. An easy way to complete a call is to click Mark Complete on the toolbar.
The General tab lists the description and type of the phone call, the user the call is assigned to, and any dates related to the call.