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Creating an Account Call

End users track details about calls made on specific accounts with account call records. An account call is a type of activity record. Although users can create and display account calls on the Accounts screen, they enter details about the actual call on the Activities screen. Also, as activities, account call records can also be viewed in the Calendar screen.

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

This topic presents five different methods of creating account calls:

• Creating an Account Call From the Activities Screen
• Automatically Scheduling an Account Call Using the Schedule Button
• Manually Scheduling an Account Call in the Accounts View
• Creating an Account Call Using the New Call Button
• Scheduling an Account Call in the Calendar

This task is a step in Process of Planning Calls.