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Creating a General Activity in the Calendar (End User)

The views in the Calendar screen provide visual representations of a user's scheduled activities, or appointments; that is, activities with a start time. For instance, in the Daily view, users can see a particular day's agenda, their unscheduled activities, or a to-do list. To appear in the Calendar views, all activities must have a start time.

Users who work as part of a team may find it useful to share access to their calendar.

To create a general activity in the Calendar view and to grant others access to your calendar

• Follow the procedures for adding an activity to the calendar and granting access to your calendar in Siebel Fundamentals.

To create specialized activities in the Calendar view

1. Navigate to the Activities screen > Activity List view.
2. Do one of the following:
   • Click New Contact Call to schedule a call to a contact.
   • Click New Acct Call to schedule a call to an account.
   • Click New Meeting to schedule a meeting and to list activities, meeting speakers and invitees.