# Call Summary Modal User Guide

This guide is for sales users working in the Sales Follow-up Dashboard. The Call Summary modal gives you everything you need to run a follow-up call, update the quote, and record actions in one place.

## Step-by-step walkthrough
1. Open the Call Summary modal from the Actions column on a chasing table row.

2. Confirm you are on the correct quote using the badges at the top (quote ref, value, category, probability, lead type).

3. Use the call buttons:
   - Call Landline or Call Mobile appears when a number is available.
   - No Phone Number appears when contact details are missing.

4. Review the Overview card:
   - Check the Site link for address details.
   - Review the Client and Contact details and email link.
   - Use View Notes if you need historical estimate notes.

5. Review the Quote Snapshot:
   - Confirm the quote value, type, created date, received date, and age.
   - Adjust the probability slider if your call changes confidence.
   - Use View PDF when available to open the quote document.
   - Expand the Products list to confirm what the quote includes.

6. Use related context lists:
   - Open Quotes (Client/Site) to understand other live opportunities.
   - Previous Jobs (Client/Site) to reference past work.

7. **Complete Call Notes, Checklist, and Actions:**
   - **Click the Add Call button (this is not required for the first call).**
   - **Write concise notes (objections, decision-maker, budget, programme).**
   - **Select a Call Outcome (Answered, No answer, Left voicemail, Follow-up email sent).**
   - **Assign the follow-up owner if needed.**
   - **Tick checklist items or add new tasks.**

8. Send a follow-up email if needed:
   - Confirm subject, recipients, and body.
   - Add additional contacts.
   - Leave Attach quote PDF checked if the quote should be re-sent.