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Scheduling a quick appointment or task
Some appointments or tasks don't have to be linked to Person or Company records.
To create a quick appointment:
- Click the My CRM | Calendar tab. If you're in List View, click Calendar View.
- Type a few key words in the Quick Appointment field at the top of the Calendar panel.
- Select the time and approximate duration from the next two fields.
- Click Quick Appointment.. Note: When you create a quick appointment in Day view, the appointment is scheduled for the day you're looking at, not for the current day.
To create a Quick Task, repeat the steps described above using Quick Task at the top of the Tasks panel.
See Also:
Creating a task
Creating an appointment
Scheduling unlinked communications
Changing the status of a communication
Navigating your calendar
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