Topico

Administrar citas con el calendario

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Introducción

Cada usuario de Infusionsoft puede realizar un seguimiento de sus tareas y citas a través de Infusionsoft. Estos son calendarios individuales, no un calendario de grupo. Puede permitir a los usuarios ver los calendarios y tareas de otros editando sus permisos de usuario. Infusionsoft también puede asignar automáticamente tareas o citas como parte de sus estrategias automatizadas de seguimiento. Puede crear tareas y citas desde el calendario oa través de un registro de contacto individual. Para sincronizar su calendario de Outlook o Gmail, eche un vistazo al mercado Infusionsoft para los productos de Infusionsoft Sync para Outlook y Gmail.

Instrucciones paso a paso

1 - Haga clic en Inicio en la barra de herramientas de usuario y seleccione Calendario.


2 - Su calendario se mostrará de forma predeterminada.

Seleccione un usuario de la lista desplegable para ver el calendario de otro usuario (si los permisos de usuario lo permiten).

Tareas
La tarea aparecerá en el calendario y en la lista de tareas. Haga clic en el icono Tarea para ver la lista de tareas y agregar nuevas tareas.

3 - Haga clic en Día, Semana o Mes para cambiar la vista de calendario.


4 - Utilice las herramientas para navegar por el calendario o seleccione una fecha de calendario específica.


5 - Haga clic en una franja horaria del calendario para agregar una cita o tarea nueva o haga clic en una cita o tarea existente para editarla.

- Seleccione una de las opciones de creación de citas para bloquear un período de tiempo específico y / o registrar un compromiso firme. Las citas tienen una fecha y hora de inicio y finalización. Se supone que se han completado basándose en la fecha / hora de finalización.

- Cree una tarea para crear un elemento "para hacer" en su calendario. Puede asignar una fecha y una hora, pero no puede bloquear una ventana de tiempo en su calendario para una tarea. Las tareas tienen una fecha de inicio, pero la fecha de finalización no se registra hasta que la tarea se marca como completada.

6 - Rellene los detalles de la tarea o de la cita.

- Información vinculada: haga clic en el enlace de contacto seleccionado para encontrar un registro de contacto y enlazarlo con la tarea o la cita.

- Información sobre la cita / tarea: ingrese una breve descripción (esto aparecerá en su lista de tareas o citas), fecha y hora de inicio y fin, notas de creación y seleccione el usuario responsable en la lista desplegable. La cita o la tarea aparecerá en el calendario de ese usuario. Sólo puede asignar un usuario responsable a cada tarea o cita.

- Información avanzada: Asigne un tipo de acción y prioridad. La prioridad le ayuda a identificar qué tareas son las más críticas para que pueda trabajar en ellas primero.

- Notificaciones: haga clic en uno o más usuarios para enviarles una notificación por correo electrónico cuando se cree esta tarea. Mantenga presionada la tecla Ctrl en su teclado para seleccionar más de un usuario. Establezca un recordatorio emergente para activar antes de la cita. El recordatorio emergente aparece cuando el usuario inicia sesión en Infusionsoft. No es una notificación por correo electrónico.

7 - Haga clic en el botón Guardar para guardar la tarea o la cita en la lista de calendarios y / o tareas.

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