The calendar shows you month-by-month all the activities related to a lead, or all the activities of a user inside the platform. To add a new activity you must first create a new “note” in the folder of the chosen lead (more on this in the “Lead Notes” chapter). By clicking on one of the calendar’s activities the software will take you to the page of the chosen activity.

The activities seen in the calendar are the following:

If a user of the platform…

  • Sends an e-mail: The program will show the e-mails sent for each day (if an e-mail is sent twice within the same day it will only be shown once)
  • Adds a note about a lead on “Lead Notes”