Scheduling Calls
Phone calls with your clients and prospects can be scheduled within SalesNOW on the Web. These scheduled calls will be synchronized with SalesNOW on your BlackBerry and your BlackBerry calendar (see Synchronizing Data). If you've invited a contact as an attendee on the call, they will also receive a BlackBerry invitation to join you on the call.
To schedule a call within SalesNOW on the Web, follow these steps:
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In the main tab menu or from anywhere within the application, click the Calls tab
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Click on schedule call at the top right of the call list
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Enter the call's information. Type the subject of the call in the mandatory Subject field. Press the TAB key to move to the next field or click the mouse in the field that you would like to complete
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To associate the call to a specific contact,
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Select an existing contact by clicking the magnifying glass
next to the contact field and clicking on the contact name to which you would like to associate. (Note: if the contact is associated with a company, that company will automatically be associated to the call as well.) -
Add a new contact by clicking the green plus sign
and entering the contact information and clicking save and close -
To invite the contact as an attendee on the call, click the add button next to the attendees field. Notice that you can only select contacts that have an email address stored on their contact record (as the invitation will be emailed to the contact). If the contact that you selected (in step #4 above) has an email address stored on their contact record, the system will prompt you whether or not you would like to Invite Contact as Attendee? If you respond Yes, the system will automatically input the contact's email address within the Attendee field.
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To associate the call to a specific company,
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Select an existing company by clicking the magnifying glass
and clicking on the company name to which you would like to associate -
Add a new company by clicking the green plus sign
and entering the company information and clicking save and close -
To associate the call to a specific lead or deal,
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Select either Lead or Deal in the left drop-down box.
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Select an existing lead/deal by clicking the magnifying glass
and clicking on the lead/deal name to which you would like to associate. By default, the system displays only the leads/deals that are associated with that contact or company. If you would like to remove that filter, click on the Filter box at the top right of the selection box and click Remove Filter. -
Select the phone number to call from the drop down list (which is populated from the phone numbers stored on the contact's record).
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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 SalesNOW on your BlackBerry and your BlackBerry Calendar you will automatically receive a reminder for the call 15 minutes prior to the call on your BlackBerry.
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Enter the call notes. There are two notes fields. The first notes field, Public Calendar Notes*, stores notes that will be included on the BlackBerry invitation email that will be sent to any attendees that you may have invited to join you on the call (in step #5 above). The Confidential Notes field stores private notes that will not be send to attendees.
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Enter any custom information related to the call. (Note: the custom bar will not appear if there are no custom fields that have been added on the call document by your SalesNOW Administrator. See Customizing SalesNOW)
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Click Save & Close to save this scheduled call and display this call record, or
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Click Save & New to save this scheduled call and start entering a new scheduled call, or
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Click Cancel to not save this scheduled call and return to the calls list.
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Note: Calls can be scheduled directly from a Contact, Company, Lead or Deal record. Simply click schedule call at the top right of the record.