Using custom phone call prompts that are not part of your automated reminders is easy!

Step 1: Go to the customer record > upcoming messages > custom message > phone call.
​Step 2: Select a template or create a call prompt from scratch.

Step 3: (Optional) schedule the call prompt for a future date.
​Step 4: Manage your custom calls in your Call Center > Scheduled Calls
​Step 5: Done.
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Time Saving Tip: If you are scheduling the same custom call prompt for multiple customers create a saved message template.
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Step 1: Tap on a customer record

Step 2: Tap the 'Contact' action button.

Step 3: Tap 'Schedule a message or call'
​Step 4: Select type & date,

Step 5: Done!