Advanced Functionality for Call Planning

The following functionality requires additional configuration:

Creating Custom My Schedule Filters - Users can filter accounts based on a wider range of criteria than the account lists and views available by default
Using Classic Cycle Plans in My Schedule - To help ensure users plan their calls according to their cycle plans, cycle plan information can be pulled into My Schedule and used to filter and sort accounts
MCCP Filtering in My Schedule - To utilize MCCP attributes in My Schedule, filter the list of Accounts and Child Accounts by MCCP attributes
Bookmarking Filters in My Schedule - For increased efficiency in filtering accounts and scheduling calls, users save commonly used sets of filters as bookmarks
Setting Bookmarks in Classic Cycle Plans - Users can create bookmarks for classic cycle plan filters

Viewing Custom Information with Display-By - Users can choose to display additional account-related information from pre-defined fields
Displaying Account Hierarchies in My Schedule - Users can display Account Hierarchies to help identify child accounts in My Schedule
Enabling My Schedule Map View - For efficient route planning, users view nearby accounts and schedule calls from My Schedule’s Map View
Managing Call Cycles - To create all their upcoming calls for the week at once, users save and apply call cycles
Managing Call Cycles for Child Accounts - Users can create and apply call cycles for child accounts
Displaying Office Best Times for Child Accounts - Users can capture and view the best times for a visit to a child account at a specific location
Displaying Call Conflict Warnings - Call conflict warnings display to help users avoid repeating visits to an account within a short period of time
Creating Unavailable Time Slots in My Schedule - CRM users can create unavailable time slots in My Schedule to prevent HCPs from requesting meetings during that time
Creating Unavailable Time Slots from External Calendar Events - CRM users can mark External Calendar Events as unavailable, to prevent HCPs from sending meeting requests for times when users are not available
Creating Unavailable Time Slots from Calls - CRM users can mark calls as unavailable to ensure HCPs do not request meetings at the same time as the call

Creating Time Off Territory in My Schedule - Users create Time Off Territory (TOT) entries to block off personal time in My Schedule
Creating Unavailable Time Slots from Time Off Territory - To ensure Time Off Territory is automatically reflected on the Engage Scheduling Site, users mark Time Off Territory as unavailable
Preventing Duplicate Time Off Territory Entries - To avoid duplicate Time Off Territory records, prevent users from creating a TOT entry overlapping an existing entry
Including Weekend Days in Time Off Territory - Configure Time Off Territory to include all consecutive days in a multi-day TOT entry, instead of skipping weekends
Displaying Warnings for Weekend Time Off Territory - To avoid inaccurate Time Off Territory records, display warnings for TOT entries starting on a weekend

Enabling Call Booking Support - Booking agents plan and assign calls for other users from the Calls tab, so users can focus fully on call execution
Sharing Calendars - To collaborate on call planning and scheduling, users overlay another user's calendar activities with their own activities in My Schedule
Viewing External Calendars in My Schedule - To avoid scheduling conflicts, users can view Apple calendars in My Schedule or integrate their Microsoft Outlook calendars with My Schedule
Associating Saved CLM Activity with Accounts - If tracked CLM activity is enabled, users can associate unassigned presentations with accounts in My Schedule
Displaying Events in My Schedule - Users can view events in My Schedule if they either own the event or are listed as an attendee
Displaying Events in My Schedule for Event Team Members - Users can view events where they are added as Event Team Members
Viewing Attendee Count and Details in My Schedule - To prepare for their upcoming calls, users can view call attendee count and attendee details from My Schedule