Automatically Scheduling an Account Call Using the Schedule Button

This task describes how to automatically schedule an account call using the Schedule button.

To automatically schedule an account call using the Schedule button

1. Navigate to the Accounts screen, then the Accounts List view.

2. In the Accounts list, select an account and click Schedule.

3. 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 must verify that automatically scheduled calls do not conflict with other activities in their calendar.