Process of Planning Calls

This topic details sample tasks often performed by end-users when planning calls. Your company might follow a different process according to its business requirements.

The following list shows tasks end users typically perform when planning contact and account calls:

• (Optional) Scenario 1: Users Create Target Lists. Using target lists users can query for accounts or contacts and then apply those lists to other views within the application.

  Creating and Applying Target Lists

• (Optional) Scenario 2: Users Define Route Plans. Route plans are groups of accounts sorted by location. Once created, users can use route information to schedule calls. See also the following topics:

  Review About Defining a Route Plan

  Creating a Route

  Adding Accounts to a Route

  Using a Route to Schedule Calls

• (Optional) Scenario 3: Users Create Activities. Activities allow users to manage their own time, keep their manager informed of their workload, and track expenses.

  Review About Creating Activities

  Creating a General Activity

  Creating a General and Specialized Activity in the Calendar

  Setting Up a Meeting

• Creating a Contact Call

• Creating an Account Call