5 Using Total Enterprise CRM > 5.3 Marketing > How do you work with marketing? > Schedule

A 'call' is a way to record, plan and track telephone calls to enable a complete and detailed history of interaction with customers to be kept. There are two types of call:

•	Scheduled calls: These take place at a specific time and date (eg scheduling a call to a customer at a particular time).

•	Unscheduled calls: These take place at an unspecified time (eg an outbound telemarketing campaign).

Scheduled calls appear in the calendar. You can relate calls to people, contacts or marketing campaigns for a variety of purposes.

To schedule a call to a company or contact with which you want to develop further relations, follow these steps.

Step 1: Select Schedule call

Click the Marketing tab located on the ribbon.

Select Schedule call in the Schedule group.

Step 2: Complete the form

Tabs for call

The 'Call' form contains all relevant information broken down into several tabs. These tabs are located in the upper panel and include:

•	general information - general information such as subject, description, and the company or contact whom you are calling

•	phone numbers - the telephone numbers you need.

Note:

The fields marked with red star (*) at the right end indicate that they are required fields; other fields can be left blank.

Interaction-history for call

At the bottom of the screen is a set of tables containing related records (only one type of records is present in one column). This table is called a 'grid'. This grid shows you the main details of the record ie who created it, when it was created, and its subject. To edit any record, double-click the record in the grid.

The grid located in the bottom panel stores the interaction-history, broken down into tabs. These tabs include contacts, attendees and notes associated with this call.

Note:

There are two ways to use additional options under a grid:

•	Right-click inside the grid and choose the desired option from the context menu.

•	Click anywhere inside the grid and choose an available option from the Quick-access toolbar above the ribbon.

More actions for call

Controls on the ribbon allow you to carry out the following actions on the selected call:

-	How do you add a note or attachment?

-	How do you add a new opportunity?

-	How do you add a contact?

-	How do you schedule a meeting with a company or contact?

-	How do you add a task or attachment to a company or contact?

-	How do you merge email?

-	How do you merge fax?

-	How do you merge SMS?

-	How do you assign a tag to this call?

Although some of these actions describe company, the same techniques can be applied to call.

Note:

Since these options are on the call screen, the system assumes that if you create a note, project, email or any other action from this screen it is automatically related to the previously selected instance. This is consistent throughout the system to reduce unnecessary data entry.

Step 3: Save your data

When you have finished entering all your data, save it by choosing one of these options on the ribbon:

•	Save and close: saves everything entered so far and closes the form.

•	Save and new: saves everything entered so far and re-opens a blank form for another entry.