Adding planned confirmed or speculative appointments to your diary is simple once you’ve built your Call to Action list
Open the dairy and go to the dates you want to plan your calls.
Under the Planning tab, click and hold on the customer name and drag the name to the appropriate timeslot on the diary.
The contact will appear in the diary timeslot that corresponds with the top of indicated area and will be entered as a Speculative Appointment. This means that the call will need to be completed once it has taken place.
If the customer name is dragged into date in the past, the contact will record will open and the call can be completed in the usual way.
Edit a Contact Entry and Complete the Call
Date and time changes to a call entry in the future can be made directly in the diary.
Click and hold the entry and drag it to the new date and/or time.
Changes made in the diary will automatically be reflected in the call record.
Important: Entries cannot be moved to a date or time in the past.
All other changes including completing a call must be carried out in the call record.