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Scheduling a Quick Appointment or Task

Some appointments or tasks do not have to be linked to person or company records in CRM. Neither do they need to have much detail attached to them—they can just be like Post-It notes.

You can easily capture these in CRM using the Quick Appointment and Quick Task buttons in the My CRM | Calendar tab.

To create a Quick Appointment:

Select the Calendar tab within My CRM. Make sure you are in Calendar View. If you are in List View, select the Calendar View button.
Type a few key words in the Quick Appointment field at the top of the Calendar panel.

Select the time and approximate duration from the next two fields.
Click on the Quick Appointment button. The appointment is displayed in your Calendar for today. Note: Quick Appointments created in the Day view are scheduled for the day you are looking at, as opposed to the current day.

To create a Quick Task, repeat the steps described above using the Quick Task field at the top of the Tasks panel.

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