Updating a scheduled call on mobile device
I have multiple scheduled calls for prospecting. I call up the scheduled call on the mobile device and click the phone icon to make the call. After the call, I am given the prompt to Log this call. If I select Yes, a new call record is created and my scheduled call still remains.
Is there a way to have the scheduled call updated with the current call details?
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Tip #3: Use Check-in to geo-tag your client visits instantly
Hello everyone!We are back with a new tip for this week. In case you missed our previous tip on layout based conversion mapping, you can read about it here. This week's tip goes out to all the sales reps and sales managers out there. Tip #3: Use Check-in to geo-tag your client visits instantly Done with your client visit? Yay! But wait, here comes your next bit of boring yet important things that you do: Call your sales manager and inform him/her that you are done with the meeting. Create/update
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.