How to Use the Prospects Calendar
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).