Adding an appointment/task/follow up call in Mojo that appears in Wise Agent:

When a contact is either added from Wise Agent to Mojo or Mojo to Wise Agent, you can add an appointment, task, or follow-up call in Mojo that will appear in Wise Agent.

1. In Mojo, click on a contact to view their profile.

2. Click the “Actions” button in the left corner.

3. Click appointment/task/follow-up call.

4. Enter in the details of the event.

5. Save your changes.

• Appointments created in Mojo will appear on your Wise Agent Calendar with the contact’s name attached.

• Tasks will appear on the Wise Agent Task List with the contact's name attached.

• Follow-up calls will be added to your Wise Agent Call List.

Wise Agent Blog - Mojo Dialer