Calendar

The Calendar section allows you to view and create notes specific for your Lead activity. Does a lead want you to follow-up with them next week? Add a note in the Lead Details Calendar to stay reminded. Need to be reminded of a company conference call? Add a note to the main Calendar to stay reminded. Calendar view can be filtered by Day, Month, or Date. Click on the "Day" button, you will see notes for today, click on "Month" you will be able to navigate by month. Click on any "Date" and you will see notes on that given day.

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 Lead within the Calendar, you will be brought directly to Lead Details of that Lead and view all information about that Lead.

Add/Edit a Calendar Note

Click on any day of the month to be brought to the Daily Calendar. Here you will see all notes for the chosen day.

Add a Note on the main Calendar:
Step 1:     On the Main Calendar, click on the date you wish to add a note. The window
                  will refresh.
Step 2:     Click on “Add Note”. The window will refresh again.
Step 3:     Type in your note in the note box.
Step 4:     A gray box will automatically display on the chosen date on the Note Date
                  Calendar. Click on any day of the month for a new date.
Step 5:     Type in the time you wish for this note to display on the Calendar.
                 (Example: 11:00 AM.)
Step 6:     Click “Add Note”. Your note is now on the main Calendar.

Edit a Note:
Step 1:     Click on "Edit" next to the note you wish to edit. The window will refresh.
Step 2:     Edit your note.
Step 3:     Click "Save Changes."

Delete a Note:
Step 1:     On the Daily Calendar, place a check in the box next to the note you wish to
                 delete.
Step 2:     Click Delete Selected.

Note: Deleted Notes attached to Leads will be deleted from Lead Details.