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What is the Phone calls pop-up configuration?

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With the Phone calls pop-up configuration, you can decide the fields and modules you can add to the Phonecall Pop-up window from Settings > Phone Popup Configuration. 

You can configure the fields and related modules that must be displayed on the Pop-up. You can also make specific fields mandatory to be filled in. 

So, instead of going to the Phonecalls module and editing the phone call records to update information after you finish a call, you can add details right in the phone call pop-up. Doesn’t that make your work easy?

Note: Only Admins can add details for unknown numbers. As an Admin, you can:
  • Create a Contact or Link a Contact
  • Create a Lead or Link a Lead
  • Create an Organization or Link an Organization
  • Create a Vendor or Link a Vendor
  • Create an Employee or Link an Employee
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