1.Fields that come up with red background are required fields for saving. 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. The first field will be Acct Info: and will continue down the first column and than goto the top of the next and the same for the third.