Add A New Commitment
Commitments can be added either by clicking the COMMIT button on a contact card or clicking the blue plus sign in the Coming Up section of the Home page.
Fill In Necessary Fields
Before you can save a commitment, valid information must be entered in the First Name, Last Name, Phone Number, Date and Time fields. You can optionally enter notes about the commitment.
Select Commitment Type
Schedule the commitment for you by clicking the PERSONAL button or for an available agent in a skill by clicking the SKILL button.