Schedule and Complete a Phone Call |
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To Schedule a Phone Call: 1.On the Diary screen or the Deskflow Toolbar, click Phone Call icon, . The Task Editor dialog box appears. 2.Click the Add / Remove Participant(s) icon to add Deskflow Users. 3.Select Deskflow Users required to attend the Phone call 4.Click the Add Link to Contact(s) icon 5.Select external contacts/people to attend the Phone call 6.Enter a Subject. 7.Type Details. 8.Select a Start Date and Time 9.Select an End Date and Time 10.Set Alarm On. 11.Click Save and Exit.
To Perform an Action on a Phone Call item: 1.Right-click the Phone Call item 2.Select one of these options: •Change Start Date •View Status •View Details •View Thread •Confirm •Pause •Start •Complete For Me (if a task is assigned to multiple Users, only complete it for yourself). •Delete For Me (if a task is assigned to multiple Users, only delete it for yourself). •Open MCR (Marketing Call Report)
To Complete a Phone Call: 1.From the Diary screen, right click on the Phone call. A pop-up list appears. 2.From the pop-up list, select Complete For Me. 3.Type the details. 4.Click the Create New Activity History check box. 5.Click OK. 6.Enter Activity History notes. 7.Click OK.
NOTE: You can create a follow-up task, appointment, or phone call that will show a thread to this task. The follow-up task will have a line added in the Details of the follow-up task that says, Task as a result of "subject of the completed task". When viewing the thread of the follow-up task, appointment or phone call, the originating task will be listed in the thread.
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