Widget Connector | ||||||
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- Filter by activity groups by selecting the group in the list following 'Group by:'
- You can group by Date, Status, Assignee, Transaction or Client Name
- This will help you keep track of upcoming activities that need to be completed before a deal can be finalized.
- Click the 'Group by:' filters and a colour coded system will let you know the status of the activity.
- Task with a green bar along the left side are coming up. Orange tasks are due on that current date. Red is an overdue task.
- To stay even more on task you can turn on the Daily Digest feature. Receive email updates of your activities. Located below 'Activity Plan Builder' button on the lower left-hand corner, simply switch the daily digest from OFF to ON.