Schedule a call or meeting on a lead or customer

What moves

Activities attached to a lead or customer show on its page and in the owner's task list.

Before you start

• Both modules in your plan

Step by step

1. Sales repCRM & Sales Pipeline

   Opens a lead and chooses Schedule activity.

   You see:The schedule dialog opens.

2. Sales repActivities Workspace

   Picks type, date and owner and saves.

   You see:The activity shows on the lead and in My tasks.

Related

• Activities Workspace
• CRM & Sales Pipeline
• Schedule interviews and follow-ups on an applicant
• Task changes create to-dos in Activities
• Turn a chat message into a task
• A termination raises a final pay review for payroll
• A weekly routine reappears for its owner after each completion
• Connections between modules