Call Planning Platforms

Below is a list of all Call Planning feature availability by platform.

Scheduling Calls and Activities

Functionality Browser (Classic) Browser (Lightning) CRM Desktop (Windows) iPad iPhone Windows Tablet
Bookmarking Filters in My Schedule
Creating Calendar Entries in My Schedule
Creating Custom My Schedule Filters
Displaying Call Conflict Warnings

Displaying Warnings for Weekend Time Off Territory

Enabling My Schedule Map View
Filtering Accounts in My Schedule

Including Weekend Days in Time Off Territory

Managing Call Cycles
Managing Call Cycles for Child Accounts
MCCP Filtering in My Schedule
Preventing Duplicate Time Off Territory Entries
Scheduling Calls in Agenda View
Scheduling Calls in Month View
Scheduling Calls in Scheduler View

Scheduling Calls in Week View

Scheduling Calls with Office Best Times
Time Off Territory - Creating
Time Off Territory - Viewing
Using Cycle Plans in My Schedule
Viewing Account Identifiers and Addresses in My Schedule
Viewing and Searching Accounts in My Schedule
Viewing Custom Information with Display-By

Managing Scheduled Calls and Activities

Functionality Browser (Classic) Browser (Lightning) CRM Desktop (Windows) iPad iPhone Windows Tablet
Color Coding Planned Calls in My Schedule
Displaying Account Hierarchies in My Schedule
Displaying Medical Events in My Schedule
Enabling Call Booking Support
Managing Calls and Calendar Entries in Agenda View
Managing Calls and Calendar Entries in Month View
Managing Calls in Scheduler View
Managing Calls and Calendar Entries in Week View
Managing Calls in the Salesforce Calendar
Sending an Address to Maps
Sharing Calendars
Viewing Attendee Count and Details in My Schedule
Viewing External Calendars in My Schedule
Viewing Users' Calendars with Manager Visibility