Manage Activities

As a sales representative, you typically see your calendar for appointments that you have on any particular day before you begin your retail visit.

You can plan your day based on the appointments and the notes if any that you have or want to include in your appointment. Here's what you can do when you work with appointments:

• Add resources to an appointment.

• Use appointments to see your schedule and the visits that you need to make.

• Review the details of the visits for an account and plan your tasks for the day.

• Add an account to an appointment and the appointment is assigned to a field sales representative who's the owner of that account and appears on the assignee's calendar.

• Create notes for any additional information that you may need to record regarding your retail visit.

Appointments are part of the activities object and you can either create appointments or import them. For more information on importing appointment, see Importing Activities in Understanding Import and Export Management for CX Sales and B2B Service guide.

For more information on activities, appointments, tasks, and notes and how to search and view them, see Activities in Using Sales guide.