Scheduling Multiple Calls At Once

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  • smaction
    Member
    • Apr 2018
    • 68

    Scheduling Multiple Calls At Once

    When we get a new account we have a set schedule of follow up calls form customer service is there a way to schedule all these calls at once upon creation of the account?

    TIA
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hi,
    you can do it with the workflow feature https://www.espocrm.com/video/workfl...n-in-business/

    Comment

    • smaction
      Member
      • Apr 2018
      • 68

      #3
      Great. What is the difference between calls and calls expanded and why do my created calls appear with no name?


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      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        Attach a screenshot with your call creating rule, please

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