We believe you start your call taking by asking the caller “How did you here about us?” And don't ask this question if you already know who it is. e.g. Caller id showing your account name.

By asking this question you will be able to start entering data from the beginning at Acct info: You always want to take control of the phone conversation because this will help you enter data quickly. Always follow the data entry fields asking the question you need answered. e.g.