Schedule an Activity in the Activity Manager

Use the Activity Manager to schedule a new activity and add attendees, leads, and contacts to it.

To schedule an activity in the Activity Manager, complete the following steps:

1. From the Ajera CRM Navigation menu, click Calendar/Activities > Activity Manager.
2. On the Activity Manager form, use the Activities Filter dialog box to narrow the activities that display in the Activities grid.
3. On the Activities grid toolbar, click Insert.
4. On the Activity dialog box, complete the following actions:
   1. Complete the fields on the Detail tab.
   2. Use the tabs to add leads, attendees, and contacts. Select the Notify Attendees check box on the Attendees tab and/or Contacts tab to send activity notifications to attendee and/or contacts.
   3. If this is a recurring activity, click the Recurrence tab and specify a frequency and duration.
   4. If you have user-defined tabs, click these tabs to add information to the activity.
   5. Click OK to close the Activity dialog box. Ajera CRM inserts the activity details in the Activities grid on the Activity Manager form.
5. On the Activity Manager form, click Save to save the activity details and schedule the activity.