Adding a Call via the Account List
Modified on: Thu, Feb 18, 2021 at 7:07 PM
- Click on the Create Call icon for the Account you wish to create a Call for.
- Created For
All users the logged-in user has visibility to will be included in the Created For dropdown.
Select a user to add the call to their diary.
- Call Type
Select the desired Call Type form the list of available call types.
- Start Date
The default start date will be the current day.
- Start Time
The default start time will be the current time.
You have the option to enable Slot into Next Available Time.
Specify how much time is anticipated spending on the call.
You have the option to Save the call, which will add the call to the user's diary.
Alternatively, you can Save and Open, which will immediately load the call created.
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