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 associated record.
- Reschedule Call - At times when you are not able to stick to the scheduled call, you can reschedule it for later.
- Cancel Call - You can also cancel a call whenever necessary.
These options are available in the call's details page, list views, related lists, reminders and calendar.
To schedule a call
- In the Activities module, click New Call.
You can also add call details from within a record by clicking the Log a Call link in the Open Activities related list.- Specify the Subject of the call.
- Select the Call Type as Inbound or Outbound.
- Select the purpose of the call from the Call Purpose drop-down list.
- Specify the Client/Lead name from whom the call came or to whom the call is made.
- In case of a call from/to a contact, select the Related To record, if required.
- In the Call Details section, click Schedule Call.
On selecting Schedule Call, you will have the option to assign the call to a user. - Select the Call Owner from the lookup.
- Specify Description and Call Result.
- Select a Reminder option from the drop-down list.
- Click Save.
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