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How do I add the New Callback action to Contacts or Leads?

From ContactWorld version 2.8.0 of ContactWorld for Salesforce (CW4SF)in Salesforce, if enabled for the account, an agent can schedule a callback. Scheduling a callback creates a reminder that prompts the agent to call a contact or lead at a time that's more convenient for them.

Before an agent can use this feature, you must add the New Callback action to the publisher actions area on Contact, Lead, or both, objects.

To add the action to a Contact page layout perform the following steps:

1. Go to the Administration Setup Page in Salesforce.
   
2. On the left-hand side of the Salesforce window, in the App Setup or Build section, expand Customize and then Contacts.
3. In the expanded list of items, click Page Layouts. Contact Page Layout appears.
4. Locate the page layout that you want to add the callback action to and click Edit alongside. The page layout appears in edit mode.

5. In the top section, click Actions. The available actions appear.

   Section
   Column width 40% Drag New Callback down to the Actions in the Publisher area. Column width 60%

6. Click Save. The task page layout is saved. When you open a Contact record, the New Callback action appears in the publisher actions area.

To add a New Callback action to a Lead page layout, perform the same steps as for the Contact page layout but expand Leads instead of Contacts in step 2.

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