When you receive an inbound call or make an outbound call, ContactWorld for Desk.com (CW4DC) searches for a customer record that contains the caller's or dialed telephone number. If CW4DC does not find a customer record, you can create a record using the telephone number.
To create a new customer record while on a call, perform the following steps:
When CW4DC doesn't find a matching record, an Add new customer button appears.
Click Add new customer. Add new customer appears.
The phone number field contains the incoming or dialed number.
Type the remaining details. Click Create. The customer record is saved, and a new case is created and opened. For more information on creating customer and case records, see Desk.com help.
