Common Tasks - Tasks/Schedules and Events
Your users access the real time system through their web browser.
1
The opening screen notifies the user of new and reassigned leads as well as
callbacks scheduled for the current day. Clicking on a hyperlink automatically
takes them to a summary these leads.
2
Share key campaign updates and company announcements on the Message Board.
3 Track
key events and dates for your team with the Event Tracker.
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Solutions