Overview of Activities and Calendars

As a sales representative, you typically check 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. After performing your activities, notifications can be sent by email or added to a global notification list so that you're kept informed of what you've completed.

Here's what you can do when you work with appointments:

• Add resources to an appointment.

• Use appointments to check 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.

The activities pages include the My Calendar, My Tasks, and Activities pages. You use these pages to manage tasks, appointments, and call reports outside the context of a particular record. Within an activity, you can associate the activity itself with a record, such as a lead or opportunity. Additionally, in some of the sales applications, you can manage activities within the records themselves.

In the Activities pages, you can:

• Create new tasks and appointments.

• Search for and view tasks and appointments.

• Edit existing tasks and appointments.

• View reports and analytics information.

• Manage your calendar.

• View other sales users' calendars, as well as team calendars, with permission.

• View at-a-glance which tasks are overdue.