How do I edit a scheduled call in Zoho CRM?
- In the Calendar view, click on the call you wish to edit.
- In the pop-up that appears, click the Re-schedule link.
3. Enter the new details and click Save.
Related Articles
I want to set a call reminder 10 minutes before a scheduled call. Is this possible?
Yes, you can set a call reminder in two different ways: While creating a new call, you have an option to set a call reminder. Select "10 minutes before" from the drop-down list below. In case you want to edit this setting, you can manually change ...How do I delete a scheduled call?
You can delete a scheduled call from the Calls details page in the Activities module. Follow these steps to do so: Click the Activities Module In the desired Calls List view, select the record. In the Call's Details page, click Delete. You can also ...Pause and Resume Scheduled Posts
The Pause/Resume feature in Zoho Social helps you with unforeseen emergency situations when you may need to put your scheduled posts on hold. Working as an in-built crisis button, it puts all your scheduled-posts on hold with a single click until you ...Pause and Resume Scheduled Posts
The Pause/Resume feature in Zoho Social helps you with unforeseen emergency situations when you may need to put your scheduled posts on hold. Working as an in-built crisis button, it puts all your scheduled-posts on hold with a single click until you ...Assess the outgoing call quality of the sales agents
Industry: Insurance | Feature: Workflow Rule | Integration: Zoho Survey and Telephony | Edition: Enterprise Scenario Maria, a sales manager at an insurance company, heads a team of five sales agents. The team offers assistance via phone to ...