Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/CallCycles.htm

## Managing Call Cycles

To streamline call planning and scheduling for recurring calls, users can save frequently occurring sets of calls as a call cycle, then apply the call cycle to create all their upcoming calls for the week at once.

**Who can use this feature?**

* End Users — Browser, iPad, Windows
* [Copying Calls to a Call Cycle](#Copying)
* [Adding Call Cycle Labels](#Adding2)
* [Deleting Call Cycle Entries](#Deleting2)
* [Scheduling Calls with Call Cycles](#Scheduli)
* Users do not require an additional license

### Configuring Call Cycles for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Configuring Call Planning](../CPConfig.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | call2\_\_v | at least C | n/a | call\_datetime\_\_v | Edit |
   | call\_cycle\_entry\_\_v | CRED | n/a | * account\_\_v * day\_of\_week\_\_v * day\_title\_\_v * duration\_\_v * mobile\_id\_\_v * start\_time\_\_v * week\_\_v | Edit |
6. Navigate to **Business Admin > Objects > veeva\_settings\_\_v**.
7. Select the **enable\_copy\_to\_call\_cycle\_button\_\_v** Veeva Setting checkbox.
8. Navigate to **Business Admin > Objects > vmobile\_object\_configuration\_\_v**.
9. Activate the **call\_cycle\_entry\_\_v** VMOC for mobile devices.

### Using Call Cycles as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

Users can create call cycles in two ways: manually, or by copying weekly activities to a call cycle week. Call cycles are stored in the call\_cycle\_entry\_\_v object, and each row corresponds to a single call with a start time and a week number indicating which call cycle week the call falls into. Users can have up to a maximum of 12 call cycle weeks saved at a time, per user.

Behavior differs by platform; see the following sections for details on creating, managing, and using call cycles.

Browser
iPad, Windows

To create call cycles manually on the Browser platform:

1. Select the **Call Cycles** tab from the Scheduler pane.
   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/CallCycle/VaultManageCallCycle1.png)
2. Select **Manage Call Cycles**.
3. Drag and drop the appropriate account cards to the scheduling grid.
   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/CallCycle/DeleteVault1.png)
4. Select **Done** to save the call cycle.

#### Copying Calls to a Call Cycle

To add multiple calls to a call cycle at once, users can copy the current week to a call cycle from Week View:

1. Select the **Add Current Week to Call Cycle** action. Call Cycle view opens and previews of the new entries display on the calendar.
2. Select the **Add** action for the appropriate call cycle week. To undo the changes, select Undo.
3. Select **Done** to confirm the changes. The calls are added to the call cycle.

#### Adding Call Cycle Labels

To add a label on the Browser platform:

1. Select **Manage Call Cycles** from the Call Cycles tab.
   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/CallCycle/Copy of VaultManageCall.png)
2. Select the pencil icon from the calendar header and enter the appropriate label.
3. Select **Save**.
4. Select **Done** to exit Manage Call Cycles and save the changes.

#### Deleting Call Cycle Entries

To delete call cycle entries on the Browser platform:

1. Select **Manage Call Cycles** from the Call Cycle tab on the Scheduler pane.
2. Select the **Delete** icon on the call cycle entry.

   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/CallCycle/DeleteVault2.png)

   To undo a deletion, select the undo icon on the call cycle entry. Users can undo deletions until they move to another week, or until they select Done and exit the Manage Call Cycles view.
3. Select **Done** to permanently delete the entry.

#### Scheduling Calls with Call Cycles

On the Browser platform, users can toggle between applying call cycles by week and by day.

##### Applying Call Cycles by Week

By default, the By Week option is selected when users first open the Call Cycles tab on the Browser platform. To apply call cycles by week, select the checkbox for the appropriate week. A preview of the call cycle entries display in gray on the calendar. If users move to a different week in My Schedule, the selected call cycle continues to display as a preview over the new week.

![](../../../Resources/Images/SchedulingPlanning/CallPlanning/CallCycle/VaultByWeek.png)

Select the **Apply Call Cycle** action to create the calls.

##### Applying Call Cycles by Day

To apply call cycles by day, select the By Day toggle from the Call Cycles tab on the Scheduler pane. Days of the week display in bubbles above the call cycle options. To move to another day, select the appropriate bubble. To apply a call cycle day, select the checkbox next to the call cycle. A preview of the call cycle displays in gray on the calendar.

![](../../../Resources/Images/SchedulingPlanning/CallPlanning/CallCycle/VaultByDay2.png)

If users move to a different day from My Schedule, the preview remains visible over the calendar. By moving to a different day, users can apply call cycles for one day of the week to another day. For example, by moving to Wednesday while the Week 1 Tuesday call cycle is selected, users can apply the Week 1 Tuesday call cycle to Wednesday.

![](../../../Resources/Images/SchedulingPlanning/CallPlanning/CallCycle/VaultByDay3.png)

Select the **Apply Call Cycle** action to create the calls.

To create call cycles manually on the iPad or Windows platforms:

1. Select the **Call Cycles** menu.
   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/CallCycleReplacements/ViewMenuCropped.PNG)
2. Select the **View Call Cycle** option to open the Call Cycle View, which looks similar to My Schedule’s Week View.

   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/CallCycleReplacements/ViewCallCycle.PNG)
3. Use time slot call creation or drag and drop from the call scheduler to place calls on the chosen call cycle week.
4. Select **Done** to save the call cycle.

#### Copying Calls to a Call Cycle

To copy weekly calls to a cycle:

1. Select the **Call Cycles** menu.

   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/CallCycleReplacements/ViewMenuCropped.PNG)
2. Select the **Copy Call Cycle** option.
3. Select the appropriate call cycle week.

   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/CallCycleReplacements/CopytoCallCycle1.PNG)
4. Select **Apply** (or Done, for Windows users).

#### Adding Call Cycle Labels

To better identify cycles when selecting them from the call cycle list, users can add a label to each day within a call cycle week. To add a label, select the pencil icon from the header in Call Cycle View.

![](../../../Resources/Images/SchedulingPlanning/CallPlanning/CallCycleReplacements/CallCycleLabel.PNG)

#### Deleting Call Cycle Entries

To delete call cycle entries:

1. Use the **Select** button in Call Cycle View.

   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/CallCycleReplacements/SelectButton.PNG)
2. Select the appropriate entries.

   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/CallCycleReplacements/SelectButton2.PNG)
3. Select **Delete**. To exit Delete mode and return to the Call Cycle View, select Cancel.

#### Scheduling Calls with Call Cycles

To schedule calls by applying an existing call cycle:

1. Select the **Call Cycles** menu.

   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/CallCycleReplacements/ViewMenuCropped.PNG)
2. Select the **Apply Call Cycle** option.
3. Select the appropriate week.

   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/CallCycleReplacements/ApplyCallCycle2.PNG)
4. Select **Apply** to create the calls (or Done, on the Windows platform).

On the iPad and Windows platforms, call cycles can only be applied weekly.

### Related Topics

[Managing Call Cycles for Child Accounts](ChildCallCycle.htm)

[Scheduling Calls](SchedulingCalls/CallsLanding.htm)

[Managing Calls and Activities in My Schedule](../Managing/ManagingLanding.htm)