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Scheduling an Account Call in the Calendar


This task describes how to schedule an account call in the Calendar.

To schedule an account call in the Calendar

  1. Navigate to the Calendar screen, then the Calendar view.
  2. Select either the Daily or Weekly tab.
  3. Navigate to the day on which you want to schedule the call and click New Acct Call.

    The Account Call Detail view appears.

For more information on recording calls, see Recording and Submitting Account Calls.

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