Completing a Call

You can mark a call as complete from the Call Schedule Detail screen.

To do so, simply tap the Check Mark icon to open the Complete Call window.
In the Complete Call window, enter a Date, Result and Description for the completed call and tap Complete Call. You will be prompted to schedule a follow-up call before you are returned to the Call Scheduling screen.

To view any completed calls on the Call History screen, enter the date the call was made in the Date field or tap the Filter icon and enter the Customer number, Salesperson or Category for the call and tap Apply. The Call History screen will filter the results accordingly.

After completing a call the user will be prompted to schedule a follow up call.