Scheduling a Follow-up Phone Call
In Sage SalesLogix, phone calls, meetings, to-dos, and personal appointments are called Activities. Scheduling a follow-up call or meeting is a frequent occurrence for a salesperson. To make this task easier, we put buttons on the toolbar.
In the next steps, you will schedule a phone call to follow up on the literature request that was sent to Joan Smith. There are several ways to schedule an activity, but for this example, we will demonstrate one of the most common methods.
To schedule a phone call using the Sage SalesLogix
- Open Joan Smith’s Contact Detail view.
- On the Toolbar, click Schedule Phone Call.
- In the Choose Activity Date dialog box, double-click the date you want to schedule the phone call.
- In the Phone Call Regarding dialog box, select an item from the list, and then click OK.
- On the General tab, in the Time box, click the clock button, click and drag the time line to select the time you want to schedule the phone call, and then click OK.
- Verify the Contact and Account boxes contain the correct information.
If the information is incorrect, click the Find button to change the contact or account.
- Select Set Alarm, and then select how much Lead time you would like.
When you set an alarm, SalesLogix notifies you before the phone call is scheduled. Lead time determines how far in advance the alarm appears.
- Complete the remaining information as necessary.
- If your company uses Advanced Outlook Integration, you can click the Invite Contact button and send an e-mail to Joan Smith notifying her of your scheduled telephone call.
- Click OK.
You can view the scheduled phone call in the Contact and Account Detail views (on the Activities tab), in the Activities view (on the All Open and Calls tabs), and in the Calendar view. If your company uses Advanced Outlook Integration, the activity is scheduled in your Outlook calendar.
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