Completing calls and appointments

Your planned call has taken place and now you need to finalise the call for reporting purposes

Only completed appointments are included in activity reports. Actioned contacts which are added to actisCRM retrospectively and shown in yellow on the diary are automatically treated as confirmed, but planned activity must be confirmed and finalised.

  1. Open the contact record from the diary or from the customer record History page
  2. Untick the Future box
  3. Complete the appointment notes, next objective field and add any other information required.
  4. Click the Save and Exit button to complete the call.