MS CRM Improved Phonecall Screen for Telemarketing

Our telemarketers at the Chelford Group use CRM Phone Call activities for the majority of their correspondence with prospects and when making a phone call to the prospect they don't want to be clicking around for various bits of information about the prospect i.e. to Account info, Contact info etc and would ideally like all the information at hand on one screen.

We have tried various methods of tackling this issue but have decided to make use of an IFRAME on the PhoneCall screen to contain all of the additional information they might require.

More to follow on how we did this and what information we brought across.......