The call cannot happen. What do I do?
Open the planned call. Its buttons are Reschedule, Cancel call, Defer, Transfer and Report. Pick the one that says what happened.
| You want to | Use |
|---|---|
| Say it did not happen, with a reason | Defer |
| Take it off the plan | Cancel call |
| Do it on another day | Reschedule |
| Have a colleague do it | Transfer |
Defer
- Press Defer.
- Pick a reason. A reason marked "· not counted" does not count against you.
- Add Remarks. Some reasons need them ("Add remarks for this reason.").
- Save.
A reason that needs approval sends the deferral to your approver ("Sent for approval"). The reasons, and which count or need approval, are set under Setup → Lists → Reasons.
Cancel
Cancel call works the same way: pick a reason and add remarks. On a locked plan the cancellation goes for approval as a Plan change.
Reschedule
Press Reschedule, pick the New date (today or later) and a Time. By default the new date must be in the same month ("Reschedule within the same month.").
Transfer
Shows when the company uses call transfer and your role may transfer.
- Press Transfer.
- Pick who it goes To. The list only holds the people you are allowed to transfer to (same team, same zone, or anyone, as the company sets).
- Give a Reason and save.
While it waits for approval the call shows "Transfer waiting for approval → name".
When it is switched off
- "Deferring calls is switched off."
- "Rescheduling is switched off."
- "Call transfer is switched off." / "Transfer only within your zone." / "Transfer only within your team."