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.