Appointments And Tasks

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)

Expected dates for deals (a property of each of your deals)

Each deal has an Expected Date - a field that tells when to expect the order. It can be helpful to see these dates on your calendar. You can adjust the expected date of a deal by moving the date on the calendar. Expected dates do not have a time associated with them - only a date - so the always appear in the top area of the Daily view. Deals without an Expected Date are not displayed on the calendar.

Next Steps For Contacts and Deals

You can see your Next Dates for contracts and deals. Double clicking on the Next Step calendar item will open the Deal Or Contact.

Tasks