Actions

You can plan a call from the Actions section within the Platforce CRM system.

To do this:

1. Go to Actions > Call in the navigation menu.

2. Click the Create button.

3. In the new call form, select the call type, user, contact, and planning date for the call.

4. Use a slider to set the planned call duration.

5. Fill in other fields if required.

6. Click Create to finish call planning.

   

As a result, find the new call added to the list.