# Calls

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.

- To create the call, enter required information such as the subject, start time and date, call type, and status.
- To indicate the item record to which the call is related select the item, such as an Account or Opportunity, from the drop-down list and enter the record name in the adjoining field. You can also click Select to select the record from the Item list.
- To set a reminder to alert the attendees when the call is due, select the Reminder box.
- To save the call information without sending out the invitation, click Save.
- To send out invitations, click Send Invites.
- To exit the page without saving the information, click Cancel.
- To view a list of calls or to search for a specific call, click Calls in the Shortcuts section.

## Notes and Attachments

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.