Add Call
To open the Add Call window, tap the Sub Menu 
icon on the Customer Detail screen and select Add Call from the drop down list.
-or-
Tap the Add Call 
icon on the Call Scheduling or Call History Detail screens.
The Add Call window allows you to perform the following:
| Action | Steps |
|---|---|
| To schedule the call |
Tap the Add Call button after entering the desired criteria. If the call is scheduled for a date that has already passed, it will be automatically added to the Call History screen as a historical call. |
| To return to the Call Scheduling screen without adding the call |
Tap anywhere outside of the Add Call window or tap the Close icon. |
The fields on the Add Call window are:
| Field | Description |
|---|---|
| Customer |
The customer number. |
| Call Date |
The date on which the call will be placed. |
| Call Time |
The time at which the call will be placed. |
| Category |
The area of interest for the call. Valid category codes are configured in IntelliDealer at Configuration > CRM > Calls > Categories. |
| Contact to Call |
If desired, the call can target a specific customer contact. |
| Salesperson |
The salesperson that should make the call. |
| Type of Call |
The type of call. Valid type codes are configured in IntelliDealer at Configuration > CRM > Calls > Types. |
| Reason for Call |
The reason for calling. Valid reason codes are configured in IntelliDealer at Configuration > CRM > Calls > Reason. |
| Result |
The result of the call. Valid result codes are configured in IntelliDealer at Configuration > CRM > Calls > Result. |
| Description |
A description of the call or any special instructions for the call can be entered here. |