Scheduling and Planning a Call

Additional call entry points, CRM integrations, and call report sections expand call report planning functionality:

• Additional Call Reporting Entry Points - Users can enter the call report from several other CRM modules, in addition to the Call Reporting Entry Points available by default
• Viewing Custom Fields in the Cycle Plan Target Popup - Custom fields can be configured to display in the Cycle Plan Target popup to provides users with detailed information about a specific account in the Cycle Plan