Open topic with navigation

Get link | About Sage CRM editions

Scheduling a callback

1. Right-click or hover over the Find menu button and select Person.
2. Type the name of the person and click Find.
3. Click the person you want to schedule the callback with.
4. Right-click or hover over the New menu button and click Task. Note: You can also click Task directly from the New Pop Out list or from My CRM | Calendar. The difference is that you then need to find the person you're scheduling the communication with, using the Regarding panel.
5. Enter the details and click Save.

See Also:

Scheduling unlinked communications

Scheduling a quick appointment or task

Scheduling a task for a colleague

Sage CRM user assistance PDFs  Sage CRM guides	Product information Version 7.3 Copyright © 2014
Sage CRM videos  Sage CRM tutorial videos  More videos	Company information Sage CRM 3096 Lake Drive Citywest Business Park Citywest Dublin 24 +353 1 618 7803 http://sagecrm.com
Follow Us

Open topic with navigation