The Organizer Schedule displays information based on the criteria specified in the Organizer View. Use the Organizer Schedule to see and track the activities associated with your prospects.
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1 |
Name of person whose Organizer is displaying |
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2 |
Day and date of Organizer information |
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3 |
Time scale - See Schedule an Action for more information |
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4 |
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5 |
Time for scheduled activity |
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6 |
Status of activity - See Complete an Action for more information |
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7 |
Date the activity was scheduled |
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8 |
Prospect name and phone information - Click the prospect's name to open the Prospect Details record |
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9 |
Title of the activity |
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10 |
Number of Total and Rollover appointments - Appointments that are not completed will be carried over from one day to the next up to ten days |
Created: December 2007