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Appointments – Prospects

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< 1 min read

Where can I see the appointments I have added to my prospects?

1. To see the reminders you have added to your Prospect, go to the ‘Prospects’ section.

Appointment Prospect

2. Under the Prospects List, choose the Prospect profile you want to view.

3. Click on the ‘Appointments’ tab. On the Appointments tab, you can find the tasks that have been applied to your Prospect. The number beside the word ‘Appointments’ indicates how many tasks have been placed on your Prospect. You can view the appointments set for today, upcoming days, next week, or all the appointments.