How do I schedule a call from calendar?

In the Calendar view, click Create > Call.

Fill in the relevant details and click Save.

• Related Articles

• Schedule a Call

  Schedule calls in CRM that can be taken up by users later. Each call that is scheduled has three option in the details page. Mark as Completed - The calls that you mark as completed will be moved to the Closed Activities Related List in the ...

• Schedule Events in Team Collaboration Calendar

  There may be an approaching milestone and you would like to know the progress of the Team Collaboration and tasks accomplished by your team. So you need to schedule a meeting with your team to know the latest status. Schedule an event In Team ...

• Can I change the call reminder settings in Calendar?

  Yes, you can. While creating a new call, you have an option to set a call reminder. Specify how long before a call you would like the reminder to go off. In case you want to edit this setting, you can change the reminder from the Call's Details Page ...

• 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 ...