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.
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.