CALL

Create

You can create your Call by following the given steps:

STEP-1: Click on Prospects -> Leads.

Select any one Lead and Right Click on it -> View Lead.

Click on Button Action and click on Add Call.

STEP-2: Fill Call Details.

STEP-3: Assign Call to User or team by selecting single or multiple entries from the list.

STEP-4: Click on Save button.

Note: You can Add Call from Opportunity, Customer, Person and Campaign using same above method.

List

Click on Activity -> Calls. The list of Call will display.

Edit

You can edit Calls by following the given steps:

STEP-1: Select the Call that you want to edit. Right click on it and select Edit Call.

STEP-2: Edit the details and click on Save button.