How to Use the Prospects Calendar

 

The Prospects List includes a calendar along the right side of the screen. (To view the Prospects List, click Profiles and then click Prospects on the left panel.)

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: Prospects 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).