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About Applying a Smart Call Template to a Call

End users apply a Smart Call template by making a selection from the Smart Call field in the Contact Call Detail and Account Call Detail views. For more information, see the field descriptions in Creating a Contact Call (End User) and Creating an Account Call (End User).

Once a user applies a Smart Call template to a call, they can make additional edits to any fields in the current view.

If end users apply a Smart Call that contains samples, promotional items, or details that have not been set up in their personal lists, the smart call can still be applied, but only the samples, items, and details from the end users' personal lists can appear in the Call Detail view.