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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.

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