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Adding a Reference Activity to the Calendar

The Calendar view details all reference activities associated with the account. In the calendar, you can view, by month, the number of reference activities associated with the account. This view allows you to manage the number of initiatives for the account and determine if the customer is being contacted too often.

This task is a step in Process of Managing Accounts and References.

To add a calendar item for a reference

1. Navigate to the References screen, then the Reference List view.
2. Drill down on the Stage field of a reference record.
3. Click the Calendar view tab.

   The reference form appears with the calendar.

4. In the Calendar view, click New.
5. In the Calendar Detail form, complete the necessary fields, and then click Save This One.