There are 3 types of diary entries you can create.

  • Call
    The majority of your diary entries will be in the form of a Call - since you will be using the site to schedule and manage planned visits with customers.

  • Meeting
    The Meeting entry is used to occupy space in the diary to show work related activities not involving any customers. For example, attending the company's annual Sales Conference.

  • Leave
    This entry type is to mark the time and dates in the diary when the user is away on leave.
    NOTE: This entry type is different from the Leave in a Work Calendar. Work Calendar Leave is company wide, whilst the Leave entry type is user specific.