Scheduling Follow Up Actions When Recording an Email (IBM Notes + Salesforce)

LinkPoint Connect promotes CRM adoption with tools designed to make it simple for users to record emails and related content to Salesforce without leaving IBM Notes. With flexible configuration settings, users can quickly record emails to contact, lead, account, opportunity, case, or custom object records with just a few clicks.

Additional_Resources_Web

This article is a continuation of the recording process introduced in the Recording an Email to Salesforce from IBM Notes article.

cursor-48

Click the images throughout the Knowledge Base to see full size versions of screen captures.

 


Scheduling Follow Up Actions When Recording an Email

Step_1 Select the Follow Up tab in the Record window.

Scheduling_FollowUp_lnsf_1


Step_2 Select an option from the Follow up with drop-down list to create either a Task or Appointment.

Scheduling_FollowUp_lnsf_2


Example_Web Example: In this example, we will schedule a follow up Appointment. The process is similar for scheduling Tasks. Appointments are typically chosen if the action includes other participants. Tasks are typically chosen if the action is to be completed by a single individual.


Tip_Web Tip: Follow up options are off by default, and the option for Nothing is selected by default. Items will not be added to your calendar unless you enable and schedule the follow up manually.


Additional_Resources_Web Additional Resource: Refer to the Configuring LinkPoint Connect Record Functionality article in the knowledge base for more information on configuring default follow up settings.


Step_3 Enter the necessary details in the Date, From, and To fields to note when the Appointment will occur.

Scheduling_FollowUp_lnsf_3


Step_4 Review the content in the Subject field and make any necessary changes. This will name the Appointment on your calendar. Note that LinkPoint Connect prepopulates this field with Follow up Email: followed by the subject line of the email.

Scheduling_FollowUp_lnsf_4


Step_5 Select the contact to associate the Appointment with from the Reference drop-down list. This list will include any related contacts that were added to the Selection tab within the Record window.

Scheduling_FollowUp_lnsf_5


Tip_Web Tip: Selecting a contact to include in the Reference field simply associates the Appointment with their record in Salesforce. It does not send a meeting or appointment invitation to the individual.


Step_6 Enter notes regarding the Appointment in the Comment field. Select Append email body to the follow up? to include the content of the email with the Appointment.

Scheduling_FollowUp_lnsf_6


Step_7 Click the Record Now button to record and send the email.

 

Scheduling_FollowUp_lnsf_7


Tip_Web Tip: The newly created follow up item (i.e. Appointment or Task) is created within Salesforce and saved to your Salesforce calendar as part of the Record process. Depending on your LinkPoint Connect Sync settings, the Salesforce calendar item will sync with your IBM Notes calendar.


Download_WebDownload: Access the complete LinkPoint Connect: IBM Notes + Salesforce User Guide in .pdf format. Get the User Guide


Support_Web Still need help? Contact our Support Team.