Required Calendar Events for Actions 

Taking actions and setting Calendar Events are commonly done in tandem when working leads in Leads360. In customizing your workflow it is now possible in Leads360 to configure an action to require that a Calendar Event be scheduled. This can streamline workflow in two main ways.

1. By helping prevent leads from falling through the cracks as a result of a users forgetting to schedule Calendar Events
2. By dynamically adding the Add Calendar Event form to the View Logs/Take Action dialog when an action that requires a Calendar Event is selected

Administrator

These are the steps an Administrator takes to configure an existing action to require a Calendar Event

On the Administration Submenu, select Manage Actions

Click Edit to go to the Add/Edit Action page

Check the Calendar Event Required checkbox

Click Submit to apply the change