Planning a New Call

Go to "My Agenda" from the top menu.

Click "+" in the right side of Activity box and then click "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 for the 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 lis