On a daily basis, view or export to Excel to prevent things from slipping through the cracks.
View: Easily filter to see customized columns in the Sales Tab by adding a new view. Give the new view a name, then move the fields of choice from the Available Fields box to the Selected Fields to Display box. Choose to Allow anyone to see and edit this view by placing a check mark in the box before saving the view; otherwise only the user that created the view will be able to see it.
Next, use the drop downs to filter further down and pinpoint exactly what data displays.
Salesperson: Use this drop-down to filter by which salesperson is assigned to an appointment.
Appointment Type: Use this drop-down to filter by the type of appointment.
Appointment Result: Use this drop-down to filter by the appointment result listed for an appointment.
Date Range: Use this drop-down to filter by an appointment date range.
Edit An Appointment: Click on the pencil icon corresponding with the appointment. This will open the Edit Appointment screen. Make any changes needed and save.
Export to Microsoft Excel®: Users can export Sales Tab data to Microsoft Excel®
Click the Export link. Either open the file in Microsoft Excel® or save the file to a local computer
Tagging and Emailing Appointments:
Place a check mark in the boxes for the corresponding appointment; this will tag the contacts. After tagging,can Email & Issue Tagged Appointments by clicking the link seen above.