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 Actis 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 under the Navigation tab click History and double click to open the selected contact record from the list
2. Complete all mandatory fields, add notes and next objectives if required
3. Under the Navigation tab click Contact Information and complete if required
4. Under the Navigation tab click Samples and complete if required
5. Click the Save and Exit button to complete the call.