Call

A Call records one call: subject, purpose, type, result, when it happened, which document it is about, and when to call again.

Where

Sales and Distribution › Activities › Call (SDCL)

Who uses it

Sales staff

When

After each call

Needs first

A number range for calls, or type the number

Every field in plain words

Field	What it means	What to put
Call No	The number	Given by the number range; without one, required
Subject	What the call was about	Required
Call Purpose / Call Type / Call Result	Classification	Free text
Call Date / Call Time	When
Origin Process / Origin Number	The document it was about	Free text
Contact	Who was called
Repeat Date / Repeat Time	When to call again	Recorded; nothing reminds you
Header / Footer	Rich text

What it is connected to

Nothing reads a call. The Lead and Opportunity have call grids of their own.

If something looks wrong

• Call No reported missing - there is no number range for the screen in this company; type the number or set up the range.
• Call No already used - pick another number.