Scheduling Calls

Phone calls with your clients and prospects can be scheduled within SalesNOW on your iPad. These scheduled calls will be synchronized with SalesNOW on the WEB and your iPad calendar (see Synchronizing Data).

To schedule a call within SalesNOW on the iPad, follow these steps:

  1. Tap Calls on the tab bar.
  2. Add to create a new call record.
  3. Enter the call's information. (See Creating Records)
  4. To associate the call to a specific contact, tap the Contactfield and either:
    1. Select an existing contact by tapping the contact name to which you would like to associate to the call. If the contact is associated with a company, that company will automatically be associated to the call as well. The system will prompt whether you'd like to invite the contact as an attendee on the call. Note: if you invite a contact as an attendee on the call, they will not receive an invitation to join you on the call.
    2. Add a new contact by tapping the +and entering the contact information and then tapping Save

Tap either the Deal, Lead or Case button if you'd like to associate the scheduled call to a deal, lead or case and select the appropriate record

Select the phone number to call from the drop down list (which is populated from the phone numbers stored on the contact's record).

Select the call type, status, priority, and date/time/duration of the call. Also, by setting the reminder time to 15 minutes for example - once the call has been synchronized to your iPad Calendar you will automatically receive a reminder for the call 15 minutes prior to the call on your iPad.

Enter any custom information related to the scheduled call. (Note: the custom fields will not appear if there are no custom fields that have been added on the call document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)

Once you have completed entering all of the data into the scheduled call record, tap Save to save this new scheduled call record.

Note: Calls can be scheduled directly from a Contact, Company, Lead, Deal or Case record. Simply open the record and then tap Schedule Call

See Also:

Creating Call Logs

Synchronizing Data

Creating New Records

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records