Planning and Executing Detailed Calls in Windows

This page gives a detailed description on detailed call planning, execution and replanning on Windows Devices.

In order to plan detailed call, it is necessary to login to CRM. To know more about connecting to CRM visit the link. This document is divided into three parts planning, replanning and execution.

The user interface, logos, icons can be different for different instances. The core services are same for most of the instances except, where customer specific instances are used

Planning

Select The Planning Button

The first step in planning detailed call is to open a detailed planner. To open a detailed planner, the user first needs to click Planning button on the home screen after the application is launched and a particular instance is selected.

Choose the Detailed option

After clicking the Planning button, two options would be displayed for the user to select. Detailed option needs to be selected for planning the call.

Select Date And Time For The Call

A planning calendar will open and the user can select the date and time for the call. The calendar view can be changed on the basis of Day, work week, month or on the basis of agenda. The vertical section displays time, while the horizontal section displays the days. To open a pre call form double tap on the desired day and time (see image below).

Pre Call Form

A pre call form allows user to fill in the details such as contact, start date and time, end date and time, content to be shared, call objectives. Using the pre-call form the user can also create new account. Pre-call form appears after double tapping on particular day and time on the planning calendar.

Provide Start and End Time

The first part of the pre-call form is start and end date time. The date is pre-selected from the previous step in the calendar planning along with the start and end time. By default the meeting is scheduled for 30 minutes. However, the user can select another start and end date time.

Contact Selection

There are two ways to select a contact for the call.

Using the account/contact list on Pre Call Form

On the right side of the pre-call form a list of accounts and contacts within account can be seen. For searching account or contact search bar above the list can be selected.

Contact list will follow after every account. Select the contact(s) within the particular account for the call (see image below). Choose Later can also be selected if there is no contact or contact is undecided.

Contact Selection Using Map

The map can be opened by clicking the pin button. Map serves various purpose.

Map Details

1. Back - Takes the user back to planning page.

2. Calendar - Opens the system default calendar

3. Accounts/Cities/Contacts - Allows the user to list accounts, cities and contacts.

4. Search Bar - Allows the user to search accounts, cities and contacts.

5. All Contacts - Lists all the contacts

6. My position - displays the user’s current location on map.

7. Sort By - Sorts the accounts alphabetically

8. Filters - Provides the filter for the accounts. Accounts not visited are displayed if selected. Filters applicable are all, 30, 60, 90 and 120 days.

9. No. of accounts - Displays the number of accounts on the map and these are the total number of accounts available.

10. Sync Map - when the sync map is on , the app only list accounts whose coordinates are viewed in the map at that point.

11. Select - Becomes activated after contact has been selected and then it is clicked to confirm the contact selection.

12. Map - Main map displayed.

Map Use Cases

Only Map option is clicked

If map option is clicked without any selected contact then all the accounts will be displayed on the map

When Contact is selected and Map option is clicked

Then the contact’s location would be displayed on the map.

Search the account

The user can search the account inside full list of cities or/and inside all account menu list

Sort Accounts Alphabetically

Accounts can be sort alphabetically.

Filter Criteria

Accounts can be filtered based on the time period that they have not been visited.

In order to select contact from the account, search for the account and then click on the contact. Once the contact/contacts have been selected, click on select button.

The user can also create new contact.

Create New Contact

The user can also create new contact using the option Create New

Call Objective

Give the call objective

Select Document

This option allows the sales representative to attach content that will be shared with the user during the call.

Select Document to add specific content to show during this call.

It is possible to add specific content for each contact selecting the contact first

Save The Call

To finalize the call save button has to be clicked.

Check the saved Call in the Planning Calendar

Once the call is finalized it will appear on the Calendar.

Replanning A Call

Calls can be replanned using various options as described below

Edit A Call

To edit a planned call double click on the planned call in the planning calendar and a pop up window will appear where the basic details can be edited (see image below). To edit few more details such as content, call objectives click on the Edit Event Details button.

Delete The Call

There various ways through which a detailed planned call can be deleted.

via cross mark

On the calendar position the cursor on the call a x mark will appear, if clicked it will ask for confirmation to delete the call.

Via Double Clicking The Call

A detailed planned call can also be deleted by clicking on the call and a window will open for editing the call.

Via Edit Event Details

When Edit Event Details button is clicked Call details will be shown and the call can be deleted from there as well.

Executing A Detailed Call

Start The Call

The call can be started by using one of the following options:

Via Start Button On Home Screen

To start a call click on Start Meeting or Start Button. The planned call will be shown if not select the date by navigating through the dates (see the image below). Select the call to start it.

Via Pre Call Form

If there is a need to edit the call before starting it then the details of the calls can be checked and the call can be started by clicking the start button on pre call form.

Stop The Call

To stop a call click on End Meeting button on the home screen. A post call form will appear that allows user to either log the call or discard the call.

Post Call Form

After the stop button has been clicked a post call form is opened.

User can fill in the details and submit the post call form. The Back button provides various options. To know more about the Post Call Form refer the link

The Back Button offers the user following options:

1. Do not log the call and cancel the call

2. Resume the call and submit the post call form later.

3. Keep the call unexecuted

4. Save the call and submit post call form later.

Do not log - cancel the call

Sometimes the user might accidently press the back button on the post call form and tap on option Do not log - cancel the call so a alert will appear asking for the user’s confirmation