Scheduling a call

A couple of ways to set a call back - these are not one-or-the-other choices.

Set an Outlook Appointment or Outlook task The advantage to this approach is that ALL your activites are in one calendar or task list - Outlook. With the contact/opportunity edit form open, select Action --> Appointment, or Action --> Task.

If you are using the Business-2-Business template, with the the contact/opportunity edit form open, select Next Step as "Telephone Call". If you set a Category (the left area of the pipeline window) to "Next Step" then all of your activities will be grouped: calls, meetings, proposals, etc....In addition is VERY helpful to list a column of the Next Step. Sorting the column will also group calls-with-calls, meetings-with-meetings, etc...