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How to add a call manually?

Or is it possible to book a call manually without having lead to fill out the scheduling form

You will be able to add call manually from Global Data → Calls section or from lead contact card.

  1. Click on the Calls tab and select "Add Call" button from the top right of the section
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  2. "Add New Call" popup will appear
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  3. Select Contact/Lead you would like to schedule calls with
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  4. Select the Event
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  5. Choose a Host by selecting any of the two options:

    1. Round Robin → iClosed assigns a host according to the Event Priority or

    2. Select Manually → and choose a Host from the drop down list
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  6. Click "Schedule call" and select time and date inside the calendar

Learn more about Contact cards here.

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