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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 Fundamentals.
To create specialized activities in the Calendar view
- Navigate to the Activities screen > Activity List view.
- 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.
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