Call Plan

What is a call plan and how to use it?

Call plan is the sales rep’s scheduled calls with each customer to renew their orders. To see your customer call plan:

  • Go to the “Call Plan” page
  • Click the “All” button, to view all of your call plans 
  • Click the “Today” button, to view only the call plans you have for today
  • Click the “Tomorrow” button, to view only the call plans you have for tomorrow
  • Click the “This Week” button, to view all the call plans you have for this week.
  • You can also select a particular date to view all the call plans you have on that specific date.

Video Tutorial Coming Soon…