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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

Updated over 2 weeks ago

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

  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

Learn more about Contact cards here.

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