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In this tutorial on advanced agreement scheduling, the video demonstrates how to set up an agreement involving two tasks: one in spring and another in fall, each with distinct action items, parts, and tools. The process begins with creating an agreement through the customer list. To find a customer, users can enter part of their address in the search field. After right-clicking the correct result, select the option to qualify the customer. If no existing agreement is found, users can create one by clicking on activities and selecting create an agreement. The example includes filling out details for a silver agreement purchased on a Tuesday, allowing the system to autofill default fields like department and technician before proceeding to the schedule tab to add the first task.
