Scheduling a Call in My Accounts
The Schedule a Call action can be added to the My Accounts screen. This allows users to create Call records for a selected account or for multiple accounts. The Schedule a Call action displays on the My Accounts screen when a user has visibility to the My Schedule tab and the tab is displayed. If a user does not have access to the My Schedule tab or the tab is only accessible by selecting the All Tabs plus sign (+), the Schedule a Call action is hidden.
Who can use this feature?
- End Users — Browser, iPad
- Using Call Scheduling in My Accounts
- Users do not require an additional license
Configuring Call Scheduling in My Accounts for
End Users
To configure this feature, ensure Configuring Accounts is complete.
Using Call Scheduling in My Accounts as
End Users
To schedule a call from My Accounts:
- Select one or more accounts.
Users can select up to 200 accounts with the exception of the Edge Chromium browser which has a limit of 190 accounts.
- Select Schedule a Call from the All Actions menu.
Scheduling a call for a single account on the Browser platform opens a Call Report for the account instead of navigating to My Schedule.
- Select a Start Date. The Call Scheduler schedules calls beginning on this date.
- Select the number of Calls per Day.
- Select the Schedule button. The My Schedule tab displays the scheduled calls.
