Calls Overview

How do I schedule a call/meeting in the CRM

• To schedule a call/meeting, go to the + button at the top of the navigation bar and click on the "Call/Meeting" button.

• Fill in the required details such as date, time, participants, and agenda.
• Click "Save" to confirm the scheduling.

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How to instantly call a specific person

• Go to specific contacts/companies and click on call symbol.

How can I join a scheduled call/meeting

• You can join a scheduled call/meeting by accessing the calendar or schedule section in the CRM.
• Click on the specific call/meeting you want to join and select the "Join" option.

How do I track call/meeting activities and follow-ups

• All call/meeting activities and follow-ups are logged automatically in the CRM.
• Navigate to the main timeline or timeline of the respective contact, lead, or opportunity to view the details.

How do I get analytics of calls and meetings

• Go to the calls and meetings section and then navigate to a particular call or meeting detail then click generate analytics.