How do I edit a scheduled call in CRM?

How do I edit a scheduled call in CRM?

  1. In the Calendar view, click on the call you wish to edit.
  2. In the pop-up that appears, click the Re-schedule link.



  3. Enter the new details and click Save.

    • Related Articles

    • How do I edit a scheduled call

      You can delete a scheduled call from the Calls details page in the Activities module. Click the Activities Module In the desired Calls List view, select the record. In the Call's Details page, click Delete. Alternatively you can delete a call or a ...

    • I want to set a call reminder 10 minutes before a scheduled call. Is this possible?

      Yes, you can. While creating a new call, you have an option to set a call reminder. Select "10 minutes before" from the drop-down list below. In case you want to edit this setting, you can change the reminder from the Call's Details Page in ...

    • How do I edit an event in CRM

      There are three ways to edit an event in CRM. In the Events List View In the Event Quick View popup in Calendar In the Event Details page In the Events List View Go to the Activities module and choose the required required Event List View. Point the ...

    • Is it possible to edit the documents once attached to CRM?

      The documents are Read-Only and cannot be edited once attached to CRM.   

    • Call Logs

      The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who ...