To schedule a call with contacts from your contacts database:
- Check the box beside each contact you'd like to schedule a call with.
- Click Schedule Call in the Marketing Activities pane on the lower left.
- 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 XSellerate user.
- Adjust the description as needed.
- When you're finished, click Save.