Getting started with MyCalls

This guide shows you how MyCalls can make customer contact more successful and easier to manage.

Desktop

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Step 1: Go to MyCalls

From the top navigation, click MyCalls.

 

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Step 2: Click Add Call

Click Add Call to search for an existing account.
*Accounts need to pre-exist prior to booking an interaction.

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Step 3: Search Options

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.

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Step 4: Select Meeting Type

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.

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Step 5: Follow-up Call

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.

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Step 6: Add a Note

Add a Note into the mandatory note field to outline the objectives and discussion points of this interaction.

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Step 7: Save

Back at the top right hand corner, click onto the Save button.

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Step 8: Check Booking

You can view your booked interaction in the Inbox – Follow-up List view, in the relevant section.

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Step 9: Optional

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 –https://support.sales-i.com/knowledgehub/mycalls/how-to-sync-your-mycalls-calendar-with-outlook

iOS –https://support.sales-i.com/knowledgehub/mycalls/how-to-sync-mycalls-to-your-apple-ios-devices-calendar

Android –https://support.sales-i.com/mycalls/how-to-guides/how-to-sync-mycalls-gmail-and-android

Apple

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Step 1: Tap MyCalls

From the bottom navigation menu, tap MyCalls.

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Step 2: Tap the +

Tap the + at the top of the screen.

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Step 3: Tap Account

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.

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Step 4: Search for your customer

Search for your customer or prospect by full / partial account name or via the account number.

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Step 5: Select Call Type

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.

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Step 6: Tap the Follow-up call time & date selector box

You will now need to tap the Follow-up call time & date selector box to schedule the next interaction with this account.

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Step 7: Tap Note

Tap Note.

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Step 8: Record details

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.

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Step 9: Tap Save

When you are ready, tap Save the top right hand corner to save.

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Step 10: Tap Planned

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.

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Android

Download a PDF version

Step 1: Tap MyCalls

From the bottom navigation menu, tap MyCalls.

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Step 2: Tap add Notes to Company

Tap Add Notes to Company to search for an existing account.

*Accounts need to pre-exist prior to booking an interaction.

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Step 3: Search for your customer

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.

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Step 4: Select Call Type

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.

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Step 5: Select the Follow-up call time & date selector box

You will now need to tap the Follow-up call time & date selector box to schedule the next interaction with this account.

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Step 6: Tap Note and enter call details

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.

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Step 7: Tap the save icon

When you are ready, tap the save icon in the top right hand corner.

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Step 8: Tap Inbox

Tap Inbox to view your planned interactions. You can also view your planned calls as a Calendar to see calls on a specific date.

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Need additional help?

Drop us an email regarding your query tosupport@sales-i.com and we’ll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.