I suggest you ...

create a tab in contacts called "Appointments" that shows ALL contacts that have not been worked

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    DonnaDonna shared this idea  ·   ·  Admin →

    4 comments

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      • Maurcio MorgadoMaurcio Morgado commented  · 

        definitely a great idea, its a pain to be clicking back and forth all the time.

      • Micki LessardMicki Lessard commented  · 

        it's great to have appts on the home page however, when we are working we spend all of our time in the contact section in the site - it makes sense to have those appts listed there that haven't been worked - so DO IT and Donna says so SUCK IT

      • Micki LessardMicki Lessard commented  · 

        this would be awesome - so all webcast scheduled contacts that did not go preferred or dripped would be there and not missed

      • Michelle ElizerMichelle Elizer commented  · 

        I soooo agree with this...as it stands....the only way to remember to follow up with contacts going to a webcast, is to click on calendar at top. It makes so much sense to have the top in the place where we do all of our other work. It would be great if it could be right next to New Prospects, or call backs !!

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