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Calls

What are calls in Saleboat?

Updated over 2 years ago

Plus Button > Meeting > Call Type

As a general rule, each of the meeting types with the word CALL at the end of it (eg: Follow Up Call) will create a Purple Call Card on your Dashboard.
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Calls are like meetings, but over the phone or via video call if you select the video conference call option.
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Calls will show up on your Dashboard as Purple cards:

Tip:

If you want to see more information about this particular call, you can click on the 3 dots of the right side of the card to reveal a few more details about this interaction.
Like this:

You have 3 options when it comes to your purple Call Cards:

Log call:

This will take you to the 'taking notes' page, where you will write down all of your notes about the call.
When you're done, remember to press this button:

Postpone:

This will bring up the following dialogue, which will allow you to choose a new date and time for this Call.
It will then appear on your Dashboard with the newly selected date and time

Cancel:

This removes the card from your Dashboard. It is however still reported on as a cancelled meeting.

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