Schedule a Follow-up Activity in the Activity Calendar
You can schedule follow-up activities on the Activity Calendar form. When you create a follow-up activity, it does not replace the existing activity. It adds a related activity to your Activity Calendar. For example, you can schedule a follow-up phone call with a potential client.
To schedule a follow-up activity using the Activity Calendar, complete the following steps:
- From the Vision Navigation menu, click .
- On the Activity Calendar form, click the Monthly tab, Weekly tab, or Daily tab.
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Use the date selection tools on the tab to display the calendar date with the activity for which you want to schedule a follow-up activity.
- On the Monthly tab, the date selection tools are on the tab toolbar.
- On the Weekly and Daily tabs, use the small calendar in the pane on the left side of the tab to move the calendar to a different date.
- Double-click the activity for which you want to schedule a follow-up activity.
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On the Activity dialog box, complete the following actions:
- Click the Create Follow-up Activity option on the toolbar. Vision copies the existing activity details to create a new activity.
- Modify the activity information on the Detail tab.
- Use the tabs to add or delete 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.
- If this is a recurring activity, click the Recurrence tab and modify the frequency and duration.
- If you have user-defined tabs, click these tabs to add information to the activity.
- Click OK to close the Activity dialog box, save your entries, and schedule the follow-up activity.