How do I manually add a call of a contact in Global Data?
To manually add a call for a contact in Global Data, follow these steps:
Navigate to Global Data: Open the "Calls" page under "Global Data."
Add Call from Calls Page:
Click on the "Add Call" button.
In the "Add New Call" modal, select the contact and the event for which you want to schedule the call.
Choose the closer for the call. You can either select the "Round Robin" option to auto-assign a closer based on priority, or manually select a closer of your choice.
Click the "Schedule Call" button. The event calendar modal will open.
Select a time slot and click on the "Schedule Call" button to finalize the call.
Add Call from Contact Card:
Open the contact card of the contact you wish to schedule a call for.
Click on the "Add Call" button on the contact card. The "Add New Call" modal will open.
Follow the same steps as described above to schedule the call.
By following these steps, you can successfully add a manual call for a contact in iClosed.
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