compare crm

Expected Dates for deals and Next Step dates for deal and contacts are items that appear on your calendar as a visual clue or reminder. They are automatically derived from your deals and contacts.

All day appointments

Any event that has been checked as an All Day appointment will appear in the top area of the calendar.

Multiple day appointments

Any appointment that spans more than one day will appear in the top area of the calendar. For example an appointment that starts at 8:30 AM on Monday and ends at 1:00 PM on Tuesday will appear in the top area of the calendar, not in the hour-by-hour area.

You can manage your time and the tasks you perform through the Calendar & Tasks tab. In addition, you can gain insight into your deals and the expected dates for closing them. The major elements you work with are appointments, reminders, expected dates, and tasks.

Appointments

Reminders (from Appointments)

You may export Deal information for use outside of Desktop Sales Office - like in an order processing system or Excel.

Choosing Which Deals To Export

Deals in the Deals list are exported. Deals that are in your pipeline but filtered from the Deal list are not exported.