Use the following steps to change the status of a call list or the call list targets.
Change the
status on a call list
-
Click > > > .
-
Select the call list that you want to work with.
-
Select the contact person for whom you want to change the status.
-
Click , and select the new status.
Note
If you cancel the call, you will be prompted to select a reason for the cancellation.
This table lists what changes in status are possible for each original status.
|
Status |
Call back |
Closed |
Canceled |
|---|---|---|---|
|
|
Yes |
Yes |
Yes |
|
|
No |
Yes |
Yes |
|
|
No |
No |
No |
|
|
Yes |
Yes |
No |
Yes– The status can be changed to the new value.
No– The status cannot be changed to the new value.
|
Note
|
|---|
|
Depending on the settings in the form, activities may be created for the responsible employee when a call list target status is altered. |
Change the
call list target status
-
Click > > > .
-
Select the call list that you want to work with.
-
On the tab, select the call list target for which you want to change the status.
-
Select the new status.
You can change the status to , , , or . This is the only way to reassign the status to a call list.
