Use the Calls page to create a call, search for users and invite them to participate in a call. Use the Search fields in the Add Invitees sub-panel to find and add participants to the call. The schedules of all the participants display in the Scheduling sub-panel.
The Call List on the Calls Home page displays information such as the subject, contact, the related item, due date, and user for each call. To view the details of a call, contact, or related item, click the appropriate Subject, Contact, and Related To link. From the detail page, you can edit, duplicate, or delete the information.
When you save the call, the Detail page displays the Notes sub-panel. To create a note or attach a document to the call, click Create Note or Attachment. On the Notes page, enter the text in the Note field and specify the team that is allowed to view it. To add an attachment, click Browse to locate the file. When you save the note, it is associated with the call and sent out along with the invitation. To view a list of notes, click Notes in the Shortcuts panel of the Activities module.