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

1. 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.
2. Click Save.