Statuses And Actions: Creating Required Calendar Events

TOPICS COVERED IN THIS ARTICLE

  • Required Calendar Events for Actions

ENVIRONMENT

LeadManager – Advanced Edition only

STEP BY STEP INSTRUTIONS

Required Calendar Events for Actions

Taking actions and setting Calendar Events are commonly done in tandem when working leads in Velocify LeadManager™. In customizing your workflow it is now possible in LeadManager to configure an action to require that a Calendar Event be scheduled. This can streamline workflow by:

  • Helping prevent leads from falling through the cracks as a result of a users forgetting to schedule Calendar Events
  • Dynamically adding the Add Calendar Event form to the View Logs/Take Action dialog when an action that requires a Calendar Event is selected Administrator

To configure an existing action to require a Calendar Event (Administrator task):

  1. Access the Menu page by clicking on your name in the upper right of the header.

  1. Under Administration, click Statuses & Actions.

  1. Click Manage Actions.

  1. Find the action where the required calendar event will be added.
  2. Note the action list is alphabetical.
  3. Click Edit to go to the Add/Edit Action page.

  1. Select the Calendar Event Required check box.
  2. Click Submit to apply the change.