Call Schedule Detail

To open the Call Schedule Detail screen, tap any scheduled call listed on the Call Scheduling screen.

The Call Schedule Detail screen displays detailed information regarding a scheduled call and allows you to perform the following actions:

Action	Steps
To mark the call as complete	Tap the Check Mark icon. The Complete Call window will appear. Upon completing a call, you will be asked to schedule a follow up call. Options Yes will return you to the Add Call window.
To edit the call	Tap the Edit icon. The Edit/ Reschedule Call window will appear.
To cancel the call	Tap the Cancel X icon. The Cancel Call window will appear.
To plot a route from your current location to the customer's location	Tap the Globe icon in either the Address or Geolocation field. The Navigation Mapwill appear.
To call the customer	Tap the Phone hyperlink next to any of the phone numbers listed on the screen. The native Phone application on your device will automatically place the call.
To email the customer	Tap the Email hyperlink in any of the Email fields on the screen. A draft of the email will be created using the native email application on your device.

The following fields appear on the Call Schedule Detail screen:

Field	Description
Customer Profile
Customer Name	The name of the customer.
Contact Name	The name of the contact that will be targeted with the call (if applicable).
Customer Number	The unique customer id as stored within IntelliDealer.
Address	The customer's address.
Geolocation	The latitudinal and longitudinal coordinates of the customer's address.
Business Phone Number	The customer's business phone number.
Business Email	The customer's business email address.
Cell Number	The customer's cell phone number.
Scheduled Call Information
Call Date	The scheduled date of the call.
Call Time	The scheduled call time.
Salesperson	The name of the salesperson who is scheduled to make the call.
Category	The area of interest the call will be about. Valid category codes are configured on the Categories screen in IntelliDealer.
Type	The type of call that will be placed. Valid type codes are configured on the Types screen in IntelliDealer.
Reason	The reason for calling. Valid reason codes are configured on the Reasons screen in IntelliDealer.
To Do/ Follow Up	A brief description of the call, as specified on the Add Call window when the call is initially created.