- Do one of the following:
- On the Schedule menu, click the type of activity you want to schedule (Phone Call, Meeting, To-Do, or Personal Activity).
- On the Contact, Account, Opportunity, or Ticket Detail view, click the Activities tab, and then click the Schedule Phone Call
, Schedule Meeting
, or Schedule To-Do
button. If the tab is not visible, click the More Tabs tab
- Use the General tab to enter remaining activity information.
- Click the Members tab to select the members participating in the activity. Use CTRL and click to select multiple options.
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This tab is only available for phone calls and meetings. |
- Click the Resources tab to select the internal resources necessary for the activity. Use CTRL and click to select multiple options.
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This tab is only available for phone calls and meetings. |
- Click the Recurring tab to select how often the activity occurs (Once, Daily, Weekly, Monthly, Yearly).
- Click Time Zone Calculator to determine the date and time that an activity will occur in a different time zone.
- Click the Attachments tab to add or view a document or URL.
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If an activity member has calendar access to the activity leader, then the member will be able to add or edit attachments. If the member does not have calendar access, then the member can only view, copy or save attachments. |
- Click OK.