How to add future appointments to your MyCalls diary

The guide below details how to schedule a follow up call. If you do want to add a Follow-up for your calls in sales-i, you will need to select this checkbox and proceed to schedule your next call.

Desktop

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Step 1: Go to MyCalls

From the top navigation, click MyCalls.

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Step 2: Search for Account

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: How to Search

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: Set a Follow-up Call

You will now need to tick the Follow-up call time & date selector box to drive your diary and schedule the next interaction with the account.

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Step 5: Save Notes

Complete any other notes relating to this call and when you are ready, click onto the Save button in the top right hand corner.

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Step 6: View Interaction

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

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Step 7: Sync with Office – Optional

Our Microsoft Exchange/Office 365 integration tool allows you to seamlessly update both your sales-i and Exchange accounts at once. It has been designed to allow contacts, emails and appointments to be viewable and editable within both your Microsoft Exchange/Office 365 email client and sales-i.
For more information on this service, visit http://www.sales-i.com/explore/overview/email-integration

Apple

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Step 1: Tap MyCalls

From the bottom navigation menu, tap MyCalls.

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Step 2: Tap +

Tap the + at the top of the screen, then tap Account to search for an account.

Please Note: Accounts need to pre-exist prior to booking an interaction.

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Step 3: Search for customer

Search for your Customer or Prospect by typing the (full or partial) account name or number.

Then, select the desired Account from the results list.

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Step 4: Tap Follow up date

Tap the Follow-up Date time & date selector box to schedule your next interaction with the account.

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Step 5: Add note and Tap Save

Complete any other notes relating to this call (i.e. Future action/talking points).

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

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Step 6: Tap Planned

Tap Planned in the Inbox menu to view your future appointments.

Alternatively, tap MyCalls in the top left hand corner and then

to view your planned calls on a specific date.

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Step 7: Email integration

Our Microsoft Exchange/Office 365 integration tool allows you to seamlessly update both your sales-i and Exchange accounts at once.

It has been designed to allow contacts, emails and appointments to be viewable and editable within both your Microsoft Exchange/Office 365 email client and sales-i.

For more information on this service visit http://www.sales-i.com/explore/overview/email-integration


Android

Download a PDF version

Step 1: Tap MyCalls

From the bottom navigation menu, tap MyCalls.

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Step 2: Tap +

Tap Add Note to Company to search for an account.

Please Note: Accounts need to pre-exist prior to booking an interaction.

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Step 3: Search for customer

Search for your Customer or Prospect by typing the (full or partial) account name or number.

Then, select the desired Account from the results list.

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Step 4: Tap Follow up date

Tap the Follow-up Date time & date selector box to schedule your next interaction with the account.

Please Note: If you can't see the time & date selector box you will need to toggle the Use Follow-up Date switch on.

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Step 5: Add note and Tap Save

Complete any other notes relating to this call (i.e. Future action/talking points).

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

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Step 6: Tap Planned

You can view your booked interaction by tapping Inbox, followed by the three dots icon and then Calls Planned.

Alternatively, tap Calendar to view your planned calls on a specific date.

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Step 7: Email integration

Our Microsoft Exchange/Office 365 integration tool allows you to seamlessly update both your sales-i and Exchange accounts at once.

It has been designed to allow contacts, emails and appointments to be viewable and editable within both your Microsoft Exchange/Office 365 email client and sales-i.

For more information on this service visit http://www.sales-i.com/explore/overview/email-integration

Need additional help?

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