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Creating Smart Calls (Administrator Task)

The following procedure shows you how to create a Smart Call as an administrator.

To create a Smart Call as an administrator

1. Navigate to the Administration - Application screen, then the Smart Calls view.
2. In the Smart Call list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Created By Name	The user who created the Smart Call.
   Expense	This amount will appear in the Cost field of the contact call or account call. For more information, see Creating a Contact Call and Creating an Account Call.
   Name	Name of the Smart Call.

Enter information in the Smart Call Detail screen, as described in the next procedure.

NOTE:  Deleting a Smart Call permanently removes the Smart Call from the system. Before you delete a Smart Call, make sure that it is no longer needed. Calls that were completed using a deleted Smart Call are not affected.