How do I schedule a call from the calendar?
- Click on the Calendar icon on the modules tab in CRM.
- Click the Create button.
- Select Call and then Schedule a call in the dropdown.
Alternatively, you can schedule a call by clicking on the date in the calendar.
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Go to the Calendar. Click on the desired call and click Reschedule. Set the date and time you want to reschedule it to. Click Done.