Call Schedule - Monthly
Use the Call Schedule - Monthly tab to view the scheduled calls for a selected month.
The Call Schedule - Monthly tab can accessed by navigating to Customer Care > CRM > Call Scheduling, then click the Monthly tab.
Call Schedule - Monthly tab
The search field on the Call Schedule - Monthly tab is:
| Field | Description |
|---|---|
| Select Salesperson |
Search for scheduled calls by entering a salesperson's id. Leave this field blank to search for scheduled calls for all salespeople. |
Click Go>> to display a monthly call schedule that shows details of any calls scheduled within the selected month.
Click on the < Pervious and Next > links to scroll to the next month or scroll back to previous months.
Click the Need to schedule a call? Click here to add link to schedule a new call.