Ejercicios Sesión 6: Tareas e Historia
1. | Save a Description for future use. You do not need to log a history item to do this; just act like you were going to log history and go to the Saved Descriptions. |
• | Write "First Appointment" as the description. |
2. | On the History Tab, log the following history. |
• | Called Cary Granite to set up a first appointment. You talked to Cary, and set up an appointment for next Monday at 7:00pm. |
Go to the Tasks Tab and schedule an appointment.
• | Called Lucius Frozone to set up first appointment. The phone was busy. |
• | You called Lucius Frozone again and got an answering machine; you left a message introducing yourself briefly. |
• | You called Lucius Frozone again, and set up an appointment Monday at 8:30pm. |
Go to the Tasks Tab and schedule an appointment.
3. | Schedule a task to send a Reminder Letter to "Annual Donor EN" (that's the contact's name!) next June 1. |