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How do I schedule a callback?

To schedule a callback from the Contact or Lead record, click New Callback. The callback dialog appears.

Provide information in the following fields:

• Due date Set the date and time for the callback.
• Comment Optionally add a comment that is included in the callback task record.

When you've filled in these fields, click Create. A new callback is scheduled, and a callback task record is created. The record is a placeholder for the call you will later make.

After you have scheduled the callback, depending on your configuration, a new entry might appear in the Contact or Lead object's Chatter feed with a link to the callback task record.

You can also view pending callbacks in the Open Activities section of the Contact or Lead object's record.

Depending on your settings in Salesforce, a reminder for this scheduled callback appears in a popup window. For information about reminder settings, see Salesforce help.

When the reminder appears, you can make the callback.

How do I make a callback?

When you have scheduled a callback, ContactWorld prompts you to call back the contact or lead at the requested time.