How to include scheduled "Calls" in your communication workflow 

Simply go to Communication Rules, click View and Edit to the follow up where you want to insert the Call. Change the Communication type to Call. 

You will also have an option to send an email if call not completed after a certain number of days (1 to 5) or turn this feature off. 

Once done, click Save and Enable. It will ask you to reconfirm and to finalise click on the Proceed to Change Communication Plan button. 

The scheduled Call will now be part of your communication workflow. 


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