TOPICS COVERED IN THIS ARTICLE:
- Required Calendar Events for Actions
- LeadManager – Advanced Edition only
STEP BY STEP ISTRUCTIONS:
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.
- By helping prevent leads from falling through the cracks as a result of a users forgetting to schedule Calendar Events
- 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
First, access the Menu page by clicking on your name in the upper right of the header.
Under Administration, click on Statuses & Actions
Click on Manage Actions
Find the action where the required calendar event will be added.
Note the action list is alphabetical.
Click Edit to go to the Add/Edit Action page
Check the Calendar Event Required checkbox
Click Submit to apply the change