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How Prospect Auto Schedule works

1. From the System Manage > Company Preferences > General tab > click on Prospect Auto Schedule button.

a.When the Prospect Auto Schedule form opens, add an Activity/Event and fill in the details.

b.Check Enabled checkbox if you want to enable this Prospect Auto Schedule.

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2.Whatever you enter on the Prospect Auto Schedule form will automatically be created for each new prospect you create.  Notice that the Date of the activity is scheduled 2 days after today (today's date is 3/2/2010, the day the customer record has been added so the date of the scheduled demo is 2 days after, which is 3/4/2010, ). That date is based in the 2 days setting in the Prospect Auto Schedule form.

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