Field help (CRM5EVRCLL)

When the field "Display the calls for all campaigns together" is not selected, a click on one of the marketing operations allows the user to obtain the list of the calls relative to this operation. These calls are also assigned to the representative and to be carried out during the period mentioned in the workbench header.

In order to link the calls and their respective operation, each selected operation carries a small arrow at the start of its title.

When the "Display the calls for all campaigns together" field is ticked, all the calls and all of the marketing operations are displayed together in the right half of this tab. Only a selection based on the period and the representative identified in the planning workbench header is carried out.