Scheduling a Callback

To create a callback:

1. Right-click on or hover over the Find menu button. The Pop Out list is displayed.
2. Select Person. The person Find page is displayed.
3. Type the name of the person and select the Find action button. A list of people matching your search criteria is displayed.
4. Click on the hyperlink of the person you want to schedule the callback with. This displays the Person Summary page.
5. Right-click on or hover over the New menu button. The Pop Out list is displayed.
6. Select Task. The New Task page is displayed. Note: You can also select the Task button directly from the New Pop Out list or from My CRM | Calendar. The difference is that you then need to find the person you are scheduling the communication with, using the Regarding panel.

7. Enter the details on the page.
8. Select the Save button.

Go to Appointments and Tasks home page...

See Also:

Creating a Task

Creating an Appointment

Scheduling Unlinked Communications

Scheduling a Quick Appointment or Task

Changing the Status of a Communication

Reassign an Existing Task to a Colleague

Scheduling a Task for a Colleague

Navigating your Calendar

Meeting Planner

Recurring Appointments