My Activities

  1. Table of Contents
  2. Description
  3. Link to Main Page

This feature is different than the Activities page in the Client section, as it is user-specific and shows all activity information in one place with options to filter by:

  • Start Date
  • End Date
  • Lead/Customer
  • Assigned Rep
  • Hide Completed (checkbox)

Users can revert to the default view by selecting the “Reset” button.

The information displayed includes:

  • User, date, time
  • Client name (hyperlink), address
  • Lead/Customer designation
  • Phone number
  • Subject

My Activities

Users can complete activities by clicking the checkmark to the left of the row. To edit or delete an activity, users can select the “Edit” dropdown button on the right-hand side.

Users can enter a new activity by selecting the “Create New Activity” button at the top right. For additional information, please refer to Competitive Pricing in the Client section.

Main Page -- Dashboard