Schedule Call

To schedule a call with contacts from your contacts database:

1. Check the box beside each contact you'd like to schedule a call with.

2. Click Schedule Call in the Marketing Activities pane on the lower left.

   

3. In the New Task window that appears:

   • Enter a subject for the task.

   • Enter a due date for the task, or click the calendar icon and select a due date.

   • If necessary, delegate the task to a specific XSite user.

   • Adjust the description as needed.

     

4. When you're finished, click Save.