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Interactions Enhancements

https://caliqsoftware.atlassian.net/wiki/pages/resumedraft.action?draftId=2818179074&draftShareId=abe38f68-8470-415d-b855-8bcc3d459969

https://caliqsoftware.atlassian.net/wiki/pages/resumedraft.action?draftId=2818473997&draftShareId=6ab82ef3-1462-4806-b49d-e5b46fdda588

https://caliqsoftware.atlassian.net/wiki/pages/resumedraft.action?draftId=2818834433&draftShareId=63d3efcb-468d-4b39-8ef1-ab2d1583f4d6

https://caliqsoftware.atlassian.net/wiki/pages/resumedraft.action?draftId=2818048004&draftShareId=48cb9b45-c4c3-4b07-bd57-afbffebaa1c2

https://caliqsoftware.atlassian.net/wiki/pages/resumedraft.action?draftId=2818342915&draftShareId=03523589-2962-471e-8a8c-cff2e24184d3

https://caliqsoftware.atlassian.net/wiki/pages/resumedraft.action?draftId=2818473986&draftShareId=f55ae938-4a59-4e20-a10c-497624b7463c

Call List Feature

Miscellaneous Changes

  • The term 'Lead', used across Toucan, can now be renamed to something different (eg. Prospect)

  • The term “Sales Rep” can also be renamed to something different. (eg Acc Mgr, ASM, TM etc).