Planning a New Call

Go to "My Agenda" from the top menu.

Click "Create New Appointment" in the upper right corner and then click "Create Call Plan" on the list after clicked.

Required fields are indicated by * in the call plan form. Required fields are listed below.
- Subject (Please specify the subject of the call. Ex: Education, Collection, Routine, etc.)
- User (Select the user to plan a call.)
- Customer (Select the place for the user that you selected.)
- Plan Date

After you have completed the form, you can save it and return to your plan list.