System and method for generating a call report

摘要

Systems and methods for generating call reports which may allow access to the child call for each selected attendee via the group call, and enable users to capture data and make edits to detailing and sampling information unique to each attendee directly in the child call. Access to controls within the attendees section may enable mass entry of supported activities for a subset of attendees.

主权项

1. A computer-implemented method for generating a call report, the method comprising:
displaying an attendee selection user interface (“UI”) in response to selection of a group account from a customer relationship management system, wherein the attendee selection user interface comprises two or more members who are associated with the group account, and wherein the customer relationship management system stores account information of each of the two or more members; in response to an input on the attendee selection user interface, displaying a first call user interface which displays a first and second attendees selected for the call, and a first button for the call, wherein the first and second attendees are selected from the two or more members; displaying a second call user interface in response to an input on the first button for the call, wherein the second call user interface comprises an area for receiving information unique to the first and second selected attendees, and wherein the information unique to the first and second selected attendees is about one or more products discussed during one or more meetings with the first and second selected attendees; and sending the information unique to the first and second selected attendees to the customer relationship management system to update only the first and second selected attendees' call information in the customer relationship management system.