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Automatically Scheduling a Contact Call Using Auto Schedule

This task describes how to automatically schedule a contact call from the Contacts screen. When you use the schedule button to create calls, the auto-scheduling function:

• Tries to schedule a call at a best time for each contact at their primary address
• Schedules a call even if it does not find a best time
• Distributes the calls over the time period (For example, if you select 10 contacts to be scheduled over a 5-day week, two calls during each day are scheduled.)

To automatically schedule a contact call using Auto Schedule

1. Navigate to the Contacts screen, then the Contacts List view.
2. In the Contacts list, select one or more contacts.
3. Click Schedule.
4. In the Auto Schedule dialog box, review the displayed values, make any needed changes, and click OK.

NOTE:  The auto-scheduling function does not check for scheduling conflicts. Therefore, users need to verify that automatically scheduled calls do not conflict with other activities in their calendar.