Update Attendees on Call with CLM

Currently when a rep shows CLM on a call, saves the call, and then later goes back to add attendees via the online system, the "add attendees" function is disabled.  The use case is when the rep does not have time to enter all the attendees from an In Service sign in sheet before saving the call, and plans to do it later when back in his office using online it  it is quicker to do from the online application.  


Please sign in to leave a comment.