Call Scheduling

To open the Call Scheduling screen, tap the Menu icon from anywhere within the application and select Customers> Call Scheduling from the drop down list.

A badge tag next to the Call Scheduling option indicates the number of scheduled calls you have at your dealership, and the status of those calls: Red badge tags indicate that the date for each call has already passed, Yellow badge tags indicate that the calls have been scheduled for today's date but that the time has already passed, and Green badge tags indicate that each call has been scheduled for a future date.

The Call Scheduling screen displays all calls or visits that have been scheduled and allows you to perform these actions:

Action Steps
To filter the calls by date

Enter the date you want to view calls for in the Search Date field.
The screen refreshes the results.

To schedule a call for a customer (or to add a historical call)

Tap the Add Call icon.
The Add Call window appears.

To filter the calls by Customer, Salesperson, or Category

Tap the Filter icon.
The Call Schedule Filter window appears.

To call a customer

Tap the Phone hyperlink next to any of the phone numbers listed on the screen.
The native Phone application on your device automatically places the call.

To view the details of a call

Tap any of the calls listed on the screen.
The Call Schedule Detail screen appears.

To load more results

Continue scrolling down through the page.
The screen automatically displays more results.

The fields on the Call Scheduling screen are:

Field Description
Search Date

The date from which calls will be displayed. For example, if September 1st is selected in this field, only call scheduled on or after September 1st will be displayed.

All calls are listed in chronological order, starting on the date selected in the Search Date field.
Date

The date on which the call is scheduled to take place.
Call Time

The time at which the call is scheduled to take place.
Customer Name

The name of the customer.
Contact Name

The name of the customer contact that has been targeted for the call (if applicable).
Phone Number

The phone number the call will be placed to.
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.