When I am planning my week, I will often go directly to the Act calendar to schedule calls and meetings.
I never use to-dos because I feel if something is worth being done schedule a time to do it via a meeting with a contact. In Act, I will typically schedule a meeting with myself if there is a to-do that needs to be done. I have always felt that blocking off the time as a meeting instead of a to-do gives weight and validity to that task. Just my opinion.
If you know the name of the person you plan on scheduling a meeting with this is perfect. If you’re not sure, you can look for the name via a drop-down list. The video below illustrates how to work with the Act calendar to schedule activities. Enjoy.
Video: Scheduling an Activity Directly from the Act Calendar
Originally posted 2017-11-03 08:39:20.