Scheduling Calls in Week View
- Browser
- iPad
To enable users to efficiently plan events, account visits, and other appointments a week or two weeks at a time, My Schedule’s Week View displays a user’s scheduled calls and calendar entries in a weekly format. From Week View, users can schedule calls and calendar entries, view account information, open call reports, and manage existing appointments.
Ensure initial configuration is complete to use this functionality.
Scheduling Calls in Week View
To schedule a new call, drag an account from the account panel to the desired time slot in the calendar.
Platform Specific Details
Browser
To schedule a call in Lightning for My Schedule, left select a time slot on the calendar, then select Add Call to display the account search modal.
Select the appropriate account from the modal, then select OK to create the call.
iPad
iPad users can schedule or reschedule calls across weeks by dragging calls to the edge of the schedule for at least one second:
- To move a call to a past week, drag the call to the left edge of the schedule and drop the call on the appropriate date and time
- To move a call to a future week, drag the call to the right edge of the schedule and drop the call on the appropriate date and time
Once users drop a call, the call is scheduled for the selected date and time. For rescheduled calls, the call status remains the same—for example, when a user reschedules a planned call, the call remains in planned status.
