Create Call Plan

Overview

Leads >> Create Call Plan

A call plan can be termed as setting a plan to call selected leads on future dates. The future dates can be a day, week, or month in advance.

The Create Call Plan screen enables the user to set up call plans for leads in the selected list or from the active leads.

Note: A user can view the created call plan from the View Call Plans page.

To create a call plan:

1. Select ‘My Active leads’ or ‘Select List’ option. If you select ‘Select List’ option, you will have to select leads from the list box.

2. Select a sales pipe line status from the list.

3. Click on Submit button.

4. Enter call plan name.

5. Click on save.

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