Default Functionality for Call Planning

The following functionality is automatically available to users after initially configuring Call Planning:

Viewing and Searching Accounts in My Schedule - Users can view and search accounts in My Schedule
Filtering Accounts in My Schedule - To filter accounts, users select an account list or view
Viewing Account Identifiers and Addresses in My Schedule - To help identify accounts, users can display the account identifier or address
Scheduling Calls - Users can schedule calls from four views. Functionality and platform availability varies by view:
Scheduling Calls in Agenda View or Day View
Scheduling Calls in Week View
Scheduling Calls in Scheduler View
Scheduling Calls in Month View
Referencing Office Best Times for Accounts - Users capture and reference Office Best Times on the account's Address page
Scheduling Calls with Office Best Times - Office Best Times display in My Schedule to enable users to easily schedule calls at times that are convenient for the HCP
Creating Calendar Entries in My Schedule - Users create calendar entries for non-call appointments

Managing Calls and Calendar Entries in My Schedule - Users can manage calls from four views. Functionality and platform availability varies by view.
Managing Calls and Calendar Entries in Agenda View or Day View
Managing Calls and Calendar Entries in Week View
Managing Calls in Scheduler View
Managing Calls and Calendar Entries in Month View
Managing Calls in the Salesforce Calendar - Calls display in the standard Salesforce calendar, in addition to My Schedule
Color Coding Planned Calls in My Schedule - To categorize and identify calls, users can choose the entry color for planned calls
Viewing Users' Calendars with Manager View - Users can view other users' calendars, depending on their position in the territory hierarchy
Sending an Address to Maps - To help navigate between calls, users send an address from My Schedule to navigation apps