Managing Calls and Activities in Agenda or Day View

  • Browser
  • iPad
  • iPhone

My Schedule’s Agenda View enables users to view and schedule calls, calendar entries, and other activities one day at a time. Calls, calendar entries, and other activities display for each day in a list.

In Lightning for My Schedule, Day View is available instead of Agenda View. Users can create calls and view or edit calls, calendar entries, and other activities from Day View.

Ensure initial configuration is complete to use this functionality.

Viewing Calls and Activities in Agenda View

Each entry type displays pertinent information about the entry—for example, a call report entry displays call type, detailed products, account identifier, and call address. Users can select from context sensitive actions for each call or entry type—for example, viewing, editing, or deleting the call or calendar entry, viewing the account summary, or launching CLM.

Modifying Calls and Activities in Agenda View

To edit or delete calls and other activities, users can either:

  • Select the entry to display the record
  • Select the More Actions button, or select and hold the entry, to display the context menu

Platform Specific Details

Browser

To reschedule calls or calendar entries in Lightning for My Schedule, drag and drop the call or calendar entry to the appropriate time, or drag the upper or lower edges of the call or calendar entry.

iPad and iPhone

  • If CLM is enabled, iPad users can select Launch Media from the More Actions menu to begin a CLM presentation

  • If there are several detail products on the call report, a plus icon displays next to the list of detailed products on the call entry. Select the plus icon to view the full list of detailed products.
    • For standard group calls, the text Detailing Priority displays at the top of the detailing priority list
    • For group calls with unique activities enabled, the text Detailed Products displays at the top of the detailing priority list

iPhone

Sending a Route to Maps

An all-day Send to Maps button displays for each day in Agenda View with eligible calls or events.

Select the Send to Maps button to send all eligible calls and events scheduled for that day to Google Maps or Apple Maps as a route. Users need to select a default mapping app if one is not selected. When users send routes or addresses to maps after selecting a default mapping app, the default app is automatically used for sending routes to maps. The number of entries users can send to maps depends on the number of stops supported in their selected mapping application.

The same routing criteria apply in Agenda View as Map View. For more on routing criteria, see Routing in Map View.

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