Step 5: Schedule Activities From Your Book of Business

Whether you are maintaining relationships or building new relationships with high volume prospects, planning out your week is foundational for success. 

There are two kinds of Activities: To Dos and Events

• A To-Do does not require a start or end time. Its an activity that doesn't need to be done on a specific day and time.  It can be saved with or with out a due time.
• An Event does require a start and an end time; think of an Event like a traditional meeting.

When you schedule an activity from the BoB, the contacts name will automatically be added to the contact field of the activity. The contacts name will display as a link on the activity in your calendar.

• Add the activity title, include the contact and/or facility for a visual on your calendar.
• If you've already accomplished this activity, you can mark it complete.
• Select the type of Activity- activity types are client defined.

This video walks through creation of a To Do with Dr. Brown on Thursday the 16 @ 4:00:

To learn more about creating activities, please watch - Activities Tips & Tricks.