# Notes, reminders and follow-ups from a call

> While a SkedX Call is connected, the call card lets you type notes that save to the call as you type (press N), open the person's record (Open lead, O), and transfer the call to a teammate who is free right now (T) — people who are signed in, not on a call and have a phone set up; when nobody is free the button does not appear. About four seconds after the call connects, the card opens by itself with the reminders you already have for this person and a Set a follow-up row. After the call, pick the outcome, keep or edit the note, and set a follow-up reminder in one tap (Tomorrow 10 AM, Fri 11 AM, In a week, Pick a time); it becomes a task on your list that reminds you at that time. The Call back later outcome asks for the time first. If another person calls while you are on a call, a strip above your call shows who it is and that it is ringing your team, with Remind me to call them back.

Product: SkedX CRM · Topic: Calling · Draft — steps not yet re-verified in the live product

The call card is where the next step is set, while the person is still on the line.

## Step 1: Notes while you talk

On the connected card, type in the note box — it saves to this call as you type. Press **N** to jump there. After the call, the note is already on the after-call card.

## Step 2: Open the lead

**Open lead**, or press **O**, opens the person's record in this tab. The card stays on screen.

## Step 3: Reminders, a few seconds in

About four seconds after the call connects, the card opens by itself with **Reminders for this person** — what you already promised — and a **Set a follow-up** row. Minimise folds it back; click the island to open it again.

## Step 4: Set the follow-up after the call

When the call ends, pick the outcome, keep or edit the note, and tap a time under **Follow-up reminder**: Tomorrow 10 AM, Fri 11 AM, In a week or Pick a time. It becomes a task on your list — "Call Anita: pricing for 40 seats" — and reminds you then. If the person moved on, change their status on the same card. **Save & close** (Enter; in the note, Ctrl+Enter). ✕ closes — if you picked or typed something, it asks once first.

## Step 5: Transfer to a free teammate

**Transfer**, or **T**, lists only teammates who are free right now — signed in, not on a call, with a phone set up; anyone busy is shown below with why. Pick one: the person you are talking to hears “Connecting you to Vishnu”, Vishnu’s phone rings from your company’s number, and your phone drops off. If nobody is free, there is no Transfer button.

## Step 6: A second call comes in

Your phone is busy, so a new caller shows as a strip above your call: who it is, and that it is ringing your team. **Remind me** sets a task to call them back.

## Common questions

### Where does the reminder go?

To your Tasks, as a call task with the person on it. It reminds you at the time you picked, the way any task reminder does.

### I chose Call back later but did not pick a time

Call back later always asks for the time first, so a call back never ends up without a task.

### Transfer is missing

Nobody on your team is free right now — signed in, not on a call, with a phone set up. The button appears when someone is.

### Do I stay on the line while it transfers?

No — your phone drops off as soon as the transfer starts, and the person hears who they are being connected to while your teammate’s phone rings.

### Can the second caller be answered by me?

Not while you are on a call — your phone is busy. The call rings the rest of the team; Remind me sets a task so you call them back.

Videos and screenshots © 2026 SkedX, with sample data only. Share and link to them freely; copying the SkedX product or its design is not allowed. Terms: https://skode.ai/terms/

## Related guides
- The call card: what it shows while you call, and how to close it: https://skode.ai/help/crm/calling/the-call-card-during-a-call/
- Read your calls list: incoming, outgoing, missed, not answered: https://skode.ai/help/crm/calling/read-your-calls-list/
- Work a call list: the rows, calling the next person, and when it runs dry: https://skode.ai/help/crm/calling/work-a-call-list/
- Get your calls answered: https://skode.ai/help/crm/calling/get-your-calls-answered/
- How SkedX Call works — and how many numbers you need: https://skode.ai/help/crm/calling/how-skode-call-works/
- Reminders and follow-ups: https://skode.ai/help/crm/profiles/profile-reminders-and-follow-ups/
- Keep or dismiss what SkedX suggests from a call, a note, an email or a chat: https://skode.ai/help/crm/calling/keep-or-dismiss-skode-ai-suggestions/
- The Activity log on a record: read it, search it, write in it: https://skode.ai/help/crm/profiles/use-the-activity-log-on-a-record/
- Open a task and work on it: https://skode.ai/help/crm/tasks/open-and-work-on-a-task/
- Read a call’s transcript: who said what: https://skode.ai/help/crm/calling/read-a-call-transcript/
- Talk to a teammate first, then hand the caller over: https://skode.ai/help/crm/calling/talk-to-a-teammate-before-you-transfer/

Source: https://skode.ai/help/crm/calling/notes-and-follow-ups-from-a-call/