Scheduling Activities

Use the following procedure to schedule all of your activities.

You will notice that when you select an activity, the Schedule dialog box reflects that activity. If you schedule a call, the Schedule dialog box title is Schedule a Call. If you are schedule a next action, the Schedule dialog box title is Schedule a Next ActionThe Automated Process action is the activity performed when triggered..

To Schedule an Activity

Use the following procedure to schedule an activity.”

1.

Select Schedule > <(an activity)> (such as Call).

2.

At the Schedule <an activity>dialog box complete the following tabs.

○ Detail: Schedule Activity details. See Scheduling Activity Details

○ Users.:Schedule users to the activity. See Scheduling Activities to Users

○ ResourcesCommonly requested items such as: conference rooms, projectors, demonstration products, company vehicles.. Select from company resources to schedule to the activity. See Scheduling Activities with Resources.

○ Free/Busy: View the available time of the scheduled users. See Scheduling Activities Based on Available Times

○ Recurring: Schedule the activity to occur on a regular basis. See Scheduling Recurring Activities

○ Series: Schedule the activity to a group of contacts. See Scheduling Activities Based on Series.

3.

Click Schedule to complete scheduling the activity.