Prospect Auto Schedule

The Prospect Auto Schedule form is where you may schedule auto activity/events following the creation date of a prospect by a user.  This form allows you to add, edit or delete a schedule auto activity/event.

Click the New button to add another activity/event or click the little Delete button to delete a selected activity/event.

Toolbar Buttons

Toolbar Buttons are displayed at the top of the form and perform actions on the current record like saving, deleting or posting.

The New button will move the cursor to a new line where you can add a new activity/event.

The Save button will save the selected activity/event.

The Undo button will cancel out the last change/s done to the record reverting it to its older state.

The Close button will close the Prospect Auto Schedule form.

Press F1 or click F1-Help button at the bottom left corner of the form for help on what this form is all about.