Topico

Crear una tarea o una cita

Introducción

Puede crear tareas o citas de un registro de contacto en "My Day". Cuando utilice el calendario My Day, podrá coordinar tareas o citas con su programa general. Cuando crea tareas o citas en un registro de contacto, Infusionsoft le alertará sobre las tareas o citas existentes y evitará la doble reserva.

Instrucciones paso a paso

1 - Mientras está en un registro de contacto, haga clic en el botón Agregar cita o Agregar tarea.

- Cree una tarea para crear un elemento "para hacer" en su calendario. Puede asignar una fecha y una hora.

Nota: Las tareas tienen una fecha de inicio, pero la fecha de finalización no se registra hasta que la tarea se haya completado.

- Cree una cita para bloquear un período específico de tiempo y / o para registrar un compromiso firme. Nota: Las citas tienen una fecha y hora de inicio y fin.

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


 - Información vinculada: La tarea o la cita se vincularán automáticamente al registro de contacto en el que se encuentra. Haga clic en el vínculo Seleccionar un contacto diferente para vincularlo a una persona diferente. Tenga en cuenta que sólo estará vinculado a un contacto. Si necesita vincularlo a varios contactos, debe crear varias tareas / citas.

 - Información de tareas / citas: Introduzca los detalles del evento. Tenga en cuenta que su entrada de fecha / hora especificará cuándo aparecerá en el calendario del usuario.

 - Advanded Info: Asignar 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. Establezca un recordatorio emergente para activar antes de la cita. El recordatorio aparece cuando el usuario inicia sesión en Infusionsoft.

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

comentarios

  1. oprolevorter

    Good post. I learn something more challenging on different blogs everyday. It’ll always be stimulating to learn content from different writers and follow a bit of something from their store. I’d favor to make use of some with the content material on my blog whether you don’t mind. Natually I’ll provide you with a link in your net blog. Thanks for sharing.

  2. Eva Elg

    Great line up. We will be linking to this great article on our site. Keep up the good writing.

  3. tinyurl.com

    If you are going for finest contents like me, just go to see this website everyday since it gives feature contents, thanks

  4. http://tinyurl.com/yx5nhtqh

    Hi great website! Does running a blog such as this require a large amount
    of work? I have no knowledge of computer programming however I was hoping to start my own blog
    soon. Anyways, should you have any ideas or tips for new blog owners please share.
    I know this is off topic but I just wanted to ask.
    Thank you!

  5. that coconut oil

    Amazing things here. I am very glad to see your post.
    Thanks a lot and I’m taking a look ahead to contact you.

    Will you kindly drop me a e-mail?

  6. plenty of fish dating site

    This design is incredible! You obviously know how to keep a reader amused.
    Between your wit and your videos, I was almost moved to start my own blog (well, almost…HaHa!)
    Excellent job. I really loved what you had to say, and more than that,
    how you presented it. Too cool!

  7. ps4 games

    hi!,I love your writing so so much! percentage we communicate extra approximately your post on AOL?

    I require a specialist in this space to resolve my problem.
    Maybe that’s you! Taking a look forward to peer you.

  8. quest bars cheap

    After looking over a handful of the blog posts
    on your website, I seriously like your way of writing a blog.
    I saved it to my bookmark website list and will be checking
    back in the near future. Please check out my website too and tell me
    what you think.

  11. hondaqq1

    729877 424332Greatest fighter toasts ought to entertain and supply prize on your couples. Initially audio system next to obnoxious crowd would be wise to recognize one particular gold colored strategy as to public speaking, which is individual interests self. very best man jokes 336425

  13. kompasqqq

    159954 588168I really like what you guys are up too. Such clever work and exposure! Maintain up the extremely very good works guys Ive incorporated you guys to my own blogroll. 764901

  14. dallas web designers

    834158 119462Basically received my initial cavity. Rather devastating. I would like a super smile. Seeking a great deal more choices. A lot of thanks for the article 741966

  17. แทงบอล

    744477 36728Id need to speak to you here. Which is not some thing Which i do! I like reading an post that can make individuals believe. Also, thank you for permitting me to comment! 414099

  18. parisqq

    469206 430401Extremely intriguing information!Perfect just what I was seeking for! 85050

  19. ps4 games

    It’s the best time to make a few plans for the future and
    it is time to be happy. I have read this publish and if I
    may I desire to counsel you few attention-grabbing issues or suggestions.

    Perhaps you could write next articles referring to this article.
    I want to learn more issues approximately it!

  20. adivasi santali video 2000

    101448 603724hi this post aid me full . .in the event you want watches men pay a visit to my web sites is really assist you for males watches. .thank man great job. 71033

  21. ps4 games

    What’s Going down i’m new to this, I stumbled upon this I’ve discovered It absolutely helpful and it has helped me out loads.
    I am hoping to contribute & aid other users like
    its helped me. Great job.

  22. ps4 games

    Someone necessarily help to make severely articles I would state.
    This is the very first time I frequented your web page
    and up to now? I surprised with the analysis you made to create this actual
    submit amazing. Wonderful activity!

  23. quest bars cheap

    Hey! Would you mind if I share your blog with my zynga group?
    There’s a lot of people that I think would
    really enjoy your content. Please let me know. Thanks

  24. ignou mba

    714553 574322This is a excellent website, would you be interested in doing an interview regarding how you developed it? If so e-mail me! 414722

  25. pasar qq

    482349 152827Hello! I just wish to give a huge thumbs up for the good information youve gotten correct here on this post. I will likely be coming back to your blog for a lot more soon. 554682

  27. main qq

    992130 956802Your talent is really appreciated!! Thank you. You saved me lots of frustration. I switched from Joomla to Drupal towards the WordPress platform and Ive fully embraced WordPress. Its so a lot easier and easier to tweak. Anyway, thanks once more. Awesome domain! 451415

  28. lapak qq

    561956 54111Hmm is anyone else encountering troubles with the pictures on this weblog loading? Im trying to figure out if its a problem on my finish or if it is the weblog. Any responses would be greatly appreciated. 400172

  29. โบท็อกซ์

    342181 643064Youd outstanding guidelines there. I did a search about the field and identified that extremely likely the majority will agree with your internet page. 415018

  30. lapakqq

    231695 472403Thanks for the write up! Also, just a heads up, your RSS feeds arent working. Could you take a look at that? 510927

  31. quest bars cheap

    Piece of writing writing is also a excitement,
    if you be familiar with after that you can write otherwise it is complicated
    to write.

  32. ps4 games

    Somebody necessarily help to make seriously posts I’d state.
    This is the very first time I frequented your website page and up to now?
    I surprised with the analysis you made to make this actual put up extraordinary.

    Great task!

  33. ps4 games

    Excellent article. Keep writing such kind of information on your page.

    Im really impressed by your site.
    Hi there, You’ve done a great job. I will certainly digg it and in my view suggest to my friends.
    I am confident they will be benefited from this web site.

  34. rajaqq

    419173 195277You seem to be really professional within the way you write.::~ 133368

  35. Togel OnLine

    62201 188661Wonderful post will be posting this on my weblog today keep up the good function. 426052

  36. raja capsa

    398571 418648Would love to constantly get updated fantastic internet blog ! . 175637

  37. ps4 games

    Heya! I’m at work surfing around your blog from my new iphone 4!
    Just wanted to say I love reading through your blog and look forward to all your posts!
    Carry on the superb work!

  38. poker99 online

    911479 71161An intriguing discussion will probably be worth comment. I think which you basically write considerably a lot more about this topic, it may well become a taboo topic but usually consumers are inadequate to communicate in on such topics. To yet another. Cheers 384764

  39. w88

    514279 193335Normally I do not read article on blogs, however I wish to say that this write-up very forced me to have a look at and do so! Your writing taste has been amazed me. Thanks, really excellent post. 545595

  40. vào w88

    53640 384421Yours can be a prime example of informative writing. I feel my students could learn a whole lot from your writing style and your content. I may possibly share this write-up with them. 768494

  41. coconut oil

    Spot on with this write-up, I absolutely believe
    that this site needs far more attention. I’ll probably be returning to see more, thanks for the
    advice!

  42. cbd-campus

    946335 367565Hmm is anyone else having troubles with the images on this weblog loading? Im trying to figure out if its a dilemma on my finish or if its the blog. Any responses would be greatly appreciated. 897895

  44. coconut oil

    Quality articles is the crucial to interest the viewers to visit the website,
    that’s what this web page is providing.

  45. Margaret

    459549 565291Theres noticeably a bundle to find out about this. I assume you created certain great points in attributes also. 273606

  46. how to get help in windows 10

    Today, I went to the beachfront with my children. I found a sea
    shell and gave it to my 4 year old daughter and said
    «You can hear the ocean if you put this to your ear.» She placed the shell to her ear and screamed.
    There was a hermit crab inside and it pinched
    her ear. She never wants to go back! LoL I know this is completely off topic but
    I had to tell someone!

  48. dang ky tai khoan fun88

    297963 233639Excellently written write-up, doubts all bloggers offered the identical content since you, the internet has to be far better place. Please stay the top! 357371

  49. match.com free trial

    Good day! This is my first comment here so I just wanted to give a quick shout out and say I really enjoy reading through
    your articles. Can you recommend any other blogs/websites/forums that go over the same
    topics? Many thanks!

  51. match.com free trial

    Thank you for some other great post. The place else may anyone
    get that kind of info in such a perfect way of writing?
    I’ve a presentation subsequent week, and I am on the look for such information.

  53. sling tv

    Thanks for finally talking about >Crear una tarea o una cita – Academia de Infusionsoft <Loved it!

  55. sling tv

    I’ve been browsing on-line greater than three hours as of late, yet
    I by no means discovered any attention-grabbing article
    like yours. It is lovely price sufficient
    for me. In my view, if all webmasters and bloggers made just right content as you probably did,
    the net will be a lot more helpful than ever before.

  56. www.cialisis.org

    430884 726596But wanna admit that this is really valuable , Thanks for taking your time to write this. 155460

  57. https://asksylphoflight.tumblr.com/ sling tv

    Hello! Someone in my Myspace group shared this site with us so I came to take
    a look. I’m definitely enjoying the information. I’m bookmarking
    and will be tweeting this to my followers! Wonderful blog and terrific style and design.

  58. sling tv

    Hi! I know this is kind of off topic but I was wondering which blog platform are you
    using for this website? I’m getting fed up of WordPress because
    I’ve had problems with hackers and I’m looking at alternatives for another platform.
    I would be fantastic if you could point me in the direction of a good platform.

  63. Andy Giudidu

    This is a to a great extent important post. Thanks quest of posting this.

    What do you think nearby my website: realizare website

  65. sling tv

    Greetings! I know this is somewhat off topic but I was wondering which blog platform are
    you using for this website? I’m getting fed up of WordPress because I’ve had problems with hackers and
    I’m looking at alternatives for another platform. I would be fantastic
    if you could point me in the direction of a good platform.

  66. sling tv

    When some one searches for his essential thing, thus
    he/she needs to be available that in detail, therefore that thing is maintained over here.

  68. sling tv

    Someone essentially help to make significantly posts I’d state.

    This is the very first time I frequented your
    web page and thus far? I amazed with the research you
    made to create this actual submit extraordinary.
    Magnificent task!

  69. sling tv

    I was extremely pleased to discover this great site. I
    want to to thank you for your time due to this
    wonderful read!! I definitely liked every little bit
    of it and i also have you saved as a favorite to see new information in your blog.

  72. sling tv best package 2020

    I don’t even know how I ended up here, but I thought
    this post was great. I do not know who you are but certainly you are going to a famous blogger if you are not already 😉 Cheers!

  74. sling tv

    Hello! I could have sworn I’ve been to this blog before but after reading through some of the post I realized
    it’s new to me. Anyhow, I’m definitely glad I found it and
    I’ll be bookmarking and checking back often!

  95. vurtilopmer

    Very informative and great anatomical structure of subject material, now that’s user genial (:.

Tu dirección de correo electrónico no será publicada. Los campos obligatorios están marcados con *