Unplanned Call - Windows

It may occur that the user may need to execute an unplanned call.

Start Call

To begin select Start and then click Unplanned Call.

Select the account and then the contact to log the call. Clicking Start will start the call and the user can present the content in the call.

Present the content during the call and then tap Stop to report the call

Complete the post call information and then submit the call.