This guide shows you how MyCalls can make customer contact more successful and easier to manage.
From the top navigation, click MyCalls.
Click Add Call to search for an existing account.
*Accounts need to pre-exist prior to booking an interaction.
Search for your customer or prospect by full / partial account name or via the account number using the drop-down options and the Search field.
Use the Call Type drop down list to select the overview of the meeting you are going to have with this account, i.e. Account Visit, Sales Call, Meeting.
*Please note these can be customized to suit your needs by the Power User of your system.
Use the Follow-up call time & date selector to drive your diary and schedule this interaction with the account, you may need to tick the box next to Follow-up call to enable this selector.
Add a Note into the mandatory note field to outline the objectives and discussion points of this interaction.
Back at the top right hand corner, click onto the Save button.
You can view your booked interaction in the Inbox – Follow-up List view, in the relevant section.
If you haven’t already you can Sync your MyCalls diary across multiple devices, PC, iOS or Android, click the links below to follow the simple guide for each method:
PC –How to sync your MyCalls calendar with Outlook (PC only)
iOS –How to sync MyCalls to your Apple iOS device's calendar
Android –How to sync MyCalls to your Gmail account and Android device
From the bottom navigation menu, tap MyCalls.
Tap the + at the top of the screen.
Tap Account to search for an existing account.
*Accounts need to pre-exist prior to booking an interaction.
Search for your customer or prospect by full / partial account name or via the account number.
Search for your customer or prospect by full / partial account name or via the account number.
Use the Call Type drop down list to select the overview of the meeting you are going to have with this account, i.e. Account Visit, Sales Call, Meeting.
*Please note: These can be customized to suit your needs by the Power User of your system.
You will now need to tap the Follow-up call time & date selector box to schedule the next interaction with this account.
Tap Note.
You can now type your details or alternatively, tap the mic icon to dictate your notes using Siri.
When you’re done, tap the save icon in the top right corner to save the text.
When you are ready, tap Save the top right hand corner to save.
Tap Planned in the Inbox menu to view your booked interactions. You can also view your planned calls as a Calendar View to see calls on a specific date.
From the bottom navigation menu, tap MyCalls.
Tap Add Notes to Company to search for an existing account.
*Accounts need to pre-exist prior to booking an interaction.
Search for your customer or prospect by full / partial account name or via the account number.
Tap on the account from the results list to add a note against them.
Use the Call Type drop down list to select the overview of the meeting you are going to have with this account, i.e. Account Visit, Sales Call, Meeting.
*Please note: These can be customized to suit your needs by the Power User of your system.
You will now need to tap the Follow-up call time & date selector box to schedule the next interaction with this account.
Tap Note to type in the details of your call.
You can also tap the mic icon to dictate your notes using Google Voice Typing.
When you’re done, tap your keyboards save icon to to save the text.
When you are ready, tap the save icon in the top right hand corner.
Tap Inbox to view your planned interactions. You can also view your planned calls as a Calendar to see calls on a specific date.
