See scheduled calls for other end users

  • 28 March 2024
  • 2 replies

I wanted to know if there was a way to see upcoming scheduled calls for a customer (company)? We could have up to 3 CSMs servicing one client so wanted to have visibility into scheduled calls that other CSMs were having for reference or to ensure that we are not all calling the client at once. 

2 replies

Userlevel 7
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Great question, @msamra , and welcome to the Community!

There are likely ways to do this, but tell us more about if or how your team is documenting those upcoming scheduled calls. What process or mechanism do you already have to record upcoming call dates/times? Or maybe there’s none, which is fine. Knowing what you’ve got will help us think on solutions.

@matthew_lind Currently we have the Outlook plug-in that our end users are using. The calls would be on their calendar.