Using the Prospects Calendar

October 21, 2019

< Back

The Prospects page includes a calendar along the right side of the screen.

 

From the calendar, you can:

  • See the tasks and appointments set for today.
  • Click a day on the calendar to see tasks and appointments for that date.
  • Click the arrows beside the month and year to move the calendar to the previous or next month.

 

Tasks and appointments are color coded by the prospect’s status:

  • Purple: Prospect on a Trial membership
  • Blue: Prospects with an Appointment scheduled
  • Green: Prospects in Lead status
  • Gray: Prospects in Archived status

 

Further, the calendar helps you know at a glance whether the item is a task or appointment:

  • Tasks appear as an open circle; the color of the ring will be based on the prospect’s status, as described in the preceding list.
  • Appointments appear as a solid circle (again, the color is based on the status).

 Read More

< Back