Scheduling Calls

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

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

  1. Tap Calls on the tab bar. If the Calls tab is not visible, tap More, and then tap Calls
  2. Tap + 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
  5. Add a new contact by tapping the +and entering the contact information and then tapping Save
  6. 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
  7. Select the phone number to call from the drop down list (which is populated from the phone numbers stored on the contact's record).
  8. 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 iPhone Calendar you will automatically receive a reminder for the call 15 minutes prior to the call on your iPhone.
  9. 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.)
  10. 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, tap Menu 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