1
Once you have made the call, Click the check mark.
2
Type your notes for the call in the left side. Put any notes you may need for the next task in the right side. Ex. "Wants to come in weekend, follow up friday for appt."
3
Schedule the next task, make sure it is for a day you are here. Edit the date if it is your day off or if the customer requests a different day than normal workflow.
4
Click "Complete Activity"
