FAQs: Calls Module
How do I schedule a call?
-
Go to the calls module on the CRM home page
-
Click on
Create Call
-
Select Schedule a call option.
-
On the Schedule a Call page fill in the required details.
-
Click Schedule
How do I delete a scheduled call?
To delete a scheduled call
-
Go to the Calls module.
-
Click the All Calls dropdown.
-
Choose Scheduled Calls .
-
Click on the call you want to cancel.
-
Click the ellipsis icon and then click Cancel C all.
How do I set a call reminder for a scheduled call?
-
Go to the
Calls
module.
-
Select
Schedule a call.
-
Enter the necessary details.
-
Select the reminder time from the
Reminder
dropdown.
-
Click
Schedule
.
-
Go to the
Calls
module
-
Click the
edit
icon for the desired call.
-
Select the time from the
Reminder
dropdown.
-
Click
Schedule
.
I am getting an overlap alert when I try to create a new call. What does this mean?
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