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