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How to open a Contact Card from a Scheduled calls page?
How to open a Contact Card from a Scheduled calls page?

How to access contact card from the scheduled calls, including a lead whose call has been cancelled

Updated over a week ago

Main access to Contact Cards is from Global Data β†’ Contacts menu, but alternatively you can access it from AI Scheduler β†’ Scheduled Calls as well.

This option is very convenient when you need to schedule new call with the lead who was previously cancelled, while you're on Scheduled calls page.

  1. Navigate to AI Scheduler β†’ Scheduled Calls from the left side menu

  2. Switch between Upcoming or Past Call tab depending of where the lead is to which contact card you need to access

    1. Apply Call Status β†’ Cancelled events filter in case you need to access to contact card of a lead whose call was cancelled in order to locate the lead

  3. Click on the call to expand and see Call details

  4. Click on the contact email to access the Contact Card

Learn more about Contact Cards here.

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