Calendar and Activity Management

A key component of lead follow-up, opportunity tracking, and project management is the ability to schedule activities for clients, contacts, leads, employees, opportunities, and projects.

Vision provides you with a variety of options to schedule and manage your daily activities, which can include phone calls, meetings, tasks, and other important business functions. You can schedule and manage your activities with one or all of the following tools:

• Activity Calendar — The Activity Calendar provides a snapshot of all your activities for a selected month, week, or day.

• Activity Manager — The Activity Manager is a comprehensive activity log from which you can access and review details for any completed or pending activity.

• Info Center — The Info Center allows you to enter and access activity information for individual clients, contacts, leads, marketing campaigns, employees, opportunities, and projects.

• Dashboard — You can configure your Vision Dashboard to include the My Activities dashpart, which displays a list of your scheduled activities.

When you schedule an activity, you enter activity details (such as activity type, date and time); associate the activity with a particular client, opportunity, and project; specify who will attend the activity (employees and contacts); specify whether the activity occurs once or if it is an event that recurs; and schedule follow-ups for the activity.

Scheduled activities display on attendees' calendars and dashboards, and can be reviewed with the Activity Manager or in the Info Center. All of these features combined make it easy to review and track activities throughout the project life cycle — from lead generation and marketing campaign activity to opportunity proposal generation and project award and completion.

In addition, you can set up reminders to notify activity attendees when an activity is about to occur or when a modification has been made to the activity schedule.

Examples

• You return from a cold call meeting with a client prospect (lead) and schedule a follow-up activity as a reminder to send the prospect a brochure and thank you letter.

• You schedule a phone call to a contact to discuss an opportunity that your firm wants to pursue.

• You schedule a meeting with a client contact and project team members to provide a project progress report.