Users and Roles in Call Planning

There are several types of Call Planning users, each with unique roles and responsibilities:

• Admin user - enables Call Planning for all other users (see Configuring Call Planning for more information)
• End user - plans activities and maintains an up-to-date schedule:
• Views, filters, and sorts accounts to identify high-priority calls
• Creates calls and Time Off Territory
• Views and edits scheduled activities
• Creates and applies call cycles for recurring visits
• Booking agent - plans and assigns calls for other users