Doing Your Work
−Select the time the appointment is due to take place.
−Then fill in the details.
−You need to scroll down to complete all the fields.
−You can assign it to a colleague by selecting their name from the User field.
−When you save it, the communication is saved in your (or your colleague's) My CRM work area.
New Appointment
Clicking on a specific date on the weekly and monthly views takes you to the daily view for that day.
Clicking a week in the monthly view takes you to the weekly view for that week.
Clicking a month in the yearly view takes you to the monthly view for that month.
You can create a communication that is linked to a person, company, opportunity, case, by:
−Opening the summary page for the person.
−Selecting Communication from the list in the context area.
−Selecting the New action button.
−When you fill in the details and save it, the communication is saved within the context of the company.
Wireless Mobile Guide
