Call Schedule - Listings
Use the Call Schedule - Listings screen to view currently scheduled customer calls.
The Call Schedule - Listings tab can accessed by navigating to Customer Care > CRM > Call Scheduling, then click the Listings tab.
The Call Schedule screen can also be accessed from the Sales Support Portal screen by clicking on the View Detail 
icon next to Next 5 Scheduled Calls.
Call Schedule - Listings tab
The search fields on the Call Schedule - Listings screen are:
| Field | Description |
|---|---|
| Select Salesperson | Search for call schedules by entering a salesperson's ID |
| Select Territory | Search within a specific territory. |
| Select Customer Number | Search for call schedules by entering a customer number. |
| Select Date Range | Narrow down the search for call schedules by entering a call schedule date range. |
The fields on the Call Schedule - Listings screen are:
| Field | Description |
|---|---|
| Date/Time |
The date and time of the scheduled call. Date/Time that appear in red indicate missed calls. |
| Customer | The name of the customer who is to be called and contacted. |
| Category/Salesperson | The call category (e.g. sales, parts, equipment or salesperson). |
| Type | The type of call being made. |
| Reason | The reason for the call. |
Click on the Need to schedule a call? Click here to add link to schedule a call.
Click on the Reason link to open the Customer Profile screen.
Click Close to complete your work on the Call Schedule - Listings screen and return to the previous screen.