Calendar and Activity Management Features and Functions

• Scheduling of activities for specific dates with specific start and end times


• Scheduling of to-do activities or tasks with specific due dates


• Scheduling and management of recurring activities


• Daily, weekly, and monthly calendar views


• Predefined list views of open, closed, and overdue activities or tasks


• Association of each activity with at least two data record types (contact, case, opportunity, etc.) in addition to the account record


• Automatic association of activities with an account record, when appropriate


• Quick and easy identification of overdue activities


• Attachment of files to an activity or task record


• Activities that can be public (shared access) or private ("for your eyes only")


• Group or team scheduling of activities


• Group or team calendar views that show everyone''s scheduled activities and available times


• Synchronization of activities and tasks to MS Outlook


• Synchronization of activities and tasks to various handheld devices


• Association (hyperlinking) of activities with marketing campaign records


• Predesigned partner sales-related analytics (charts and graphs) that are available for display on dashboards and reports


• Association (hyperlinking) of activities with account, contact, and opportunity (deal) records


• Association (hyperlinking) of activities with contract records


• Association (hyperlinking) of activities with case or service request records


• Association (hyperlinking) of activities with solution (knowledge base) records


• Association (hyperlinking) of activities with project records


• Variety of predesigned activity management reports that are available for immediate use


• Predesigned activity-related analytics (charts and graphs) that are available for display on dashboards and reports