Plan remote call

The remote call planning process is similar to other calls. On the calendar screen, tap the + button and select Remote Call in the unfolded menu.

In the planner sidebar that opens:

• Select Remote call in the Type field [1].

• Specify one or several presentations to show during the remote call in the Remote presentation field [2].

• Select all the remote call attendees in the Contacts field [3].

• Fill in other remote call details.

The fields marked with an asterisk (*) are required.

To finish the remote call planning, tap:

• the Plan call button and return to the calendar

  OR

• the Save and plan next call button and proceed to planning other calls.

To discard the remote call planning, tap Cancel.

Once you tap the Plan call button, the confirmation pop-up appears. Platforce CLM offers you to synchronize the remote call planned and send invitations to its attendees. Tap Yes to launch the synchronization immediately or No to postpone it for more suitable time.

When the synchronization is complete, tap OK.

As a result, your remote call is planned correctly.