Scheduling Unlinked Communications

You can also create new tasks and appointments, which are not linked to a company or person. This commonly occurs with internal communications.

From the My CRM | Calendar tab:

1. Select the New Task button. The Enter New Task page is displayed.
2. Fill in the details leaving the Regarding panel blank.
3. Ensure that your name is selected from the list of users.
4. Select the Save button.

Go to Appointments and Tasks home page...

See Also:

Finding a Communication

Creating a Task

Creating a Task

Scheduling a Quick Appointment or Task

Navigating your Calendar