Scheduling Calls in Agenda View
My Schedule's Agenda View displays calls and entries for each day in a list, enabling users to schedule calls one day at a time. On Browser, Day View is available instead.
Who can use this feature?
- iPad Users (iPhone coming soon)
- Users do not require an additional license
- End Users
Configuring Agenda View for
End Users
To configure this feature, ensure Configuring Call Planning is complete.
Scheduling Calls in Agenda View as
End Users
Selecting Add Calls in Agenda View displays the Week View, where users drag and drop the account onto the weekly calendar to schedule a call. The time of the call defaults to 8 AM and the duration defaults to 30 minutes.
When users add information to the call report, relevant call information displays on the call entry in Agenda View—for example, call type, detailed products, account identifier, and call address. From the More Actions menu on each entry, users have a choice of context sensitive actions for each call type, for example, launching media for the call, or viewing, editing, or deleting the call.
