Understanding tasks and calls
I'm not understanding workflow for calls and follow-up calls. An incoming sales call arrives, so I create the lead and record the call. When I save the call, I use the "save and schedule followup task" and schedule it for the next day. When the next day arrives, I click on the task to read details. There's no way to close it from there, so I click back to get to the list, then click the close button. All it does is close it as a task. I do not get the options like I do for items of type "call" to do things like record the call duration. It's as if you can only do a call NOW, but can't really schedule follow up calls. I would think that this is sort of standard work flow for most sales organizations - calls and series of follow up calls. Can someone explain how to use Zoho for the scenario I'm describing?
Also, the follow-up tasks don't show up when you click the little calendar icon, only events, but I think I asked about this in another post. I'm mentioning it again here because it fits with this workflow. I'd want to check the calendar for the week to see what follow up calls are scheduled.