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End-User Procedures

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The following end-user procedures are described in the section:

Updating a personal list:
To add a product to a personal list
Creating and applying target lists:
To create a target list
To delete a target list
To apply one or more target lists
Creating a route plan:
To create a route
To add accounts to a route using the Accounts view tab
To add accounts to a route using the Explorer view tab
To merge a target list
To assign a target list to a route
To schedule calls from the My Routes view
To schedule calls from the Target Accounts view
Creating activities:
To add a general activity
To create a general activity in the Calendar view
To give other users access to your calendar
Setting up meetings:
To add a meeting
To add a meeting activity
To add a meeting speaker
To add a meeting invitee
To update the Cost field in the Meeting Invitees list
Creating contact calls:
To add a contact call from the Activities screen
To automatically schedule a contact call using the Schedule button
To manually schedule a contact call in the Calls view tab
To schedule a contact call in the Calendar
Creating account calls:
To add an account call from the Activities screen
To automatically schedule an account call using the Schedule button
To manually schedule an account call in the Account view tab
To add an account call using the New Call button
To schedule an account call in the Calendar

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