Call Planning Overview
Call Planning enables users to identify and plan the best uses for their time by providing account information in context with other scheduled activities. From the My Schedule calendar, users can efficiently view their scheduled activities, identify and prioritize accounts to visit, and create call reports for their visits. In some organizations, Call Planning is also tied to incentives and coaching.
Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.
Users and Roles
Users can perform the following activities through the call report:
- End Users – End users can perform the following actions:
- Scheduling Calls and Activities - Users access account information and schedule calls from the four My Schedule interfaces: week view, agenda view, scheduler view, and month view. In addition, admins can enable My Schedule’s map view to help users plan routes for face-to-face calls.
- Managing Scheduled Calls and Activities - By default, users can view and manage their scheduled calls in My Schedule
- Managers - Managers can view their direct reports’ schedules with Manager Visibility, or by viewing shared calendars
