Lead Scheduled Calls

1. CRM

1.5 Scheduled Calls

CRM employees can schedule leads call usin Ozosoft ERP system. User can add/delete and edit scheduled call from this screen as shown in figure 1.

figure 1

#	Field	Description
1	Lead	Lead who will making a call with, this is mandatory field
2	Planned At	Scheduled Call planned date
3	Status	Scheduled Call status, pending, postponed or done
4	Lead Contact	Lead contact person
5	Other Contacts	Other lead contacts
6	Subject	Scheduled call subject
7	Summary	Call summary after done
8	Attachments	Call attachments if exist

you can assign more calls to this scheduled call from this screen also.