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Calendar
The Calendar section allows you to view and create general notes or notes that are connect to a specific prospect activity. Does a prospect want you to follow-up with them next week? Add a note in the Prospect Details Calendar to stay reminded. Need to be reminded of a company conference call? Add a note to the main Calendar to stay reminded. Click on any "Date" and you will see notes on that given day. Notes can be easily edited or deleted. You also have the ability to select to have an email reminder sent to you about a note including the day and time you want it sent. The note is sent to the email address you have on file in the system. You can access your calendar through the Prospect Generator or the Action Generator tab.
You can advance to a future or previous month by clicking the "<" or ">" next to the Month and Year. By clicking on the name of the prospect within the Calendar, you will be brought directly to Prospect Details and can view detailed information about the prospect. You are unable to print your calendar or export it to Outlook or any other calendar at this time. Be sure to log in daily to check your calendar.
Manage Calendar Notes
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The Daily Calendar will display Prospect Notes and Notes. Prospect Notes are notes added in the Prospect Details of a lead. Notes are notes added to the Calendar directly, and are not associated to a lead. Click on any day of the month to be brought to a specific Calendar date. Here you will see all notes for the chosen day.
Add a Note on the Calendar:
Step 1: Click on Prospect Generator, then on the Calendar tab.
Step 2: On the Calendar, click on the date you wish to add a note. The window
will refresh.
Step 3: On the left, type your note in the note box.
Step 4: Type in the time you wish for this note to display on the Calendar.
(Example: 11:00 AM.)
Step 5: Click on Add Note. The window will refresh again.
Step 6: Your note is now on the Calendar.
Edit a Note:
Step 2: Click on "Edit" next to the note you wish to edit. The window will refresh.
Step 3: Edit your note.
Step 4: Click Save Changes.
Delete a Note:
Step 2: On the Daily Calendar block, place a check in the box next to the note you wish to
delete.
Step 3: Click Delete Selected.
Note: Deleted Notes attached to prospects will be deleted from Prospect Details.
