Calls
The Calls module is used to schedule and track phone calls.
A Call can have a start time and end time, or it can be all day. A Call can be scheduled to repeat every day, every week or every month.
A Call is typically associated with a parent Account, Contact or Lead, but it can be related to just about any module.
You can have a popup reminder in the CRM or you can have an email reminder sent out prior to the Call.
Field |
Description |
Subject |
The name of the call. |
Status |
The direction of the event.
(i.e. Inbound, Outbound) |
Date & Time |
|
Team |
The team or teams that the record is a member of. |
Assigned To |
The user that is the owner of the record. |
Duration |
|
Reminder |
|
Email Reminder Time |
The number of minutes prior to the call when an email should be sent.
(i.e. 1 minute prior, 5 minutes prior, 10 minutes prior, 15 minutes prior) |
Description |
A description of the record. |
Recurrence |
|
Repeat Type |
Set this value to the frequence of reoccurrence.
(i.e. Daily, Weekly, Monthly, Yearly) |
End After |
The number of times the call should take place. |
Interval |
The interval of reoccurrence. |
Repeat Until |
The date when reoccurrence should stop. |
Days of the Week |
The days of the week. |