Automatically Make Appointments/Add to Calender from Opportunity

C

C Robinson

I am running a trail copy evaluating BCM 2007 for my Company. What we would
like is for the opportunity to show the reminder/ or custom field on the
calender with the sales stage or an action step. Is there an easy way to
do this without having to go to an appointment?

If I create a reminder it does not appear in the calender or syncronize to
a mobile device. I know if I can get it on the calender then there is no
problem getting it to syncronize with mobile devices.

The key is I need to eliminate the extra steps for my outside sales people
when working with opportunities and setting appointments.

Thank you,

Cha
 

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