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Statuses and Actions: Creating Required Calendar Events

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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 in two main ways.

  1. By helping prevent leads from falling through the cracks as a result of a users forgetting to schedule Calendar Events
  2. By 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

These are the steps an Administrator takes to configure an existing action to require a Calendar Event

On the Administration Submenu, select Manage Actions

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Click Edit to go to the Add/Edit Action page

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Check the Calendar Event Required checkbox

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Click Submit to apply the change

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