The My Agenda screen gives you a 7-day view of all the activities, such as meetings and tasks, you have scheduled in CRM. You agenda helps you stay organized and also makes it easier to keep CRM up to date. If you have permission, you can also see the week's agenda for other team members.
My Agenda opens by default on today’s date and displays list of activities you have coming up for the next week, listed by date.
View and edit an item
On the My Agenda screen, overdue items are flagged at the top (in red). This section will be collapsed if there is more than one item; expand it to view the other overdue activities. You can click the Calendar button to select a different date and click Today to switch back to today’s view as required.
Click an item in the list to display its details on the right. This is the same information you would see if you opened the activity from the Activities screen or the Activities tab in an account, contact or lead record.
Edit the activity’s details as required and click Save.
Add an activity
You can add activities against accounts, contacts and leads from within their respective records. You can also add your own personal appointments here on the My Agenda screen and on the My Activities screen.