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How to add a call manually?
How to add a call manually?

Or is it possible to add call manually in Global Data?

Updated over a month ago

You will be able to add call manually from Global Data → Calls section

  1. Click on the Calls tab and select "Add Call" button from the top right of the section

  2. "Add New Call" popup will appear

  3. Select Contact/Lead you would like to schedule calls with

  4. Select the Event

  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

  6. Click "Schedule call" and select time and date inside the calendar

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