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Creating a Contact Call

End users track details about calls made on a contact with contact call records. Although users can create and display contact calls on the Contacts screen, they enter details about the actual call on the Activities screen. Also, as activities, contact call records can also be viewed in the Calendar screen as planned events.

For more information on entering call details, see Recording and Submitting Contact Calls.

This topic presents four different methods of creating contact calls:

• Creating a Contact Call from the Activities Screen
• Automatically Scheduling a Contact Call Using Auto Schedule
• Manually Scheduling a Contact Call from the Contacts Screen
• Scheduling a Contact Call in the Calendar