How to see and edit your team members' MyCalls diary. (Power Users only)

Power Users are able to access and edit their team members' MyCalls on their mobile devices, helping them manage and keep visibility whilst out on the road.

Apple

Download a PDF version

Step 1: Tap Today

From the Home page tap to access your calls for the day and the rest of your diary.

HOW TO... SEE AND EDIT YOUR  TEAM MEMBER'S CALL LISTS 1-01


Step 2: Tap on the switch users icon

To see one of your team members' calls for the day, tap on the icon next to your name in the bottom middle of the screen.

use this one-01



Step 3: Tap on your chosen user

Next, tap on the name of the user whose MyCalls you would like to view.

HOW TO... SEE AND EDIT YOUR  TEAM MEMBER'S CALL LISTS 3-01

Step 4: Loading

You will now see a Loading Notes screen whilst your requested team members' MyCalls section loads.

HOW TO... SEE AND EDIT YOUR  TEAM MEMBER'S CALL LISTS 4-01

Step 5: Work away!

Once loaded, you will see your requested team members' MyCalls.

You can view, edit, rearrange and archive these calls just as you would if they were your own calls.

Please note: You will continue to see your team members' calls until you select to see your own once more.

To return to your call list for the day, follow steps 2 to 4 once more but select your own name at step 3.

HOW TO... SEE AND EDIT YOUR  TEAM MEMBER'S CALL LISTS 5-01

Android

Download a PDF version


Step 1: Tap Today

From the Home page tap Today to access your calls for the day and the rest of your diary.

How to view and edit your team members mycalls on your android device 1-01

Step 2: Tap three lines icon

To see one of your team members' calls for the day, tap on the three lines icon next to your name at the bottom of the screen.

How to view and edit your team members mycalls on your android device 2-01


Step 3: tap on the switch person icon

Next, tap on the switch person icon.

How to view and edit your team members mycalls on your android device 3-01

Step 4: Tap on the user

Next, tap on the name of the user whose MyCalls you would like to view.

How to view and edit your team members mycalls on your android device 4-01

Step 5: Work away

Once loaded, you will see your requested team members' MyCalls.

You can tap on one to view, edit, rearrange and archive these calls just as you would if they were your own calls.

Please note: You will continue to see your team members' calls until you select to see your own once more.

To return to your call list for the day, follow steps 2 to 4 once more but select your own name at step 3.

How to view and edit your team members mycalls on your android device 5-01

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.