Calendar User Manual
Contents
1. Life Insurance Review MARKET Adding an Event from Contact View Using Mini Calendar Create New Event X Follow Up for Louella Barwick CT all Day Event L Multi Day Event 022 2014 19 00 to 20 00 Description Manage Contact Take Action Event Calendar je Event Calendar Settings 2 Add Event Save E 10 i2 1369 14 2 Save amp Go To Next To add a event to the calendar from the contact view decide on the date of the meeting and click on the green plus fx PE creme From Hle import sign This opens the Create New ue er Event box Fill out the details and click Company preexisting conditio Add Event Ihe event will now be on nreccrintinn medica your calendar The contacts address is added to the event M MARKET ACCESS DIRECT Adding an Event Time Contact View Using Follow up Field First Jim Last Hill Additional Contact Info Email jim marketaccessdirect com Phone 856 981 4734 Mobile Address 5 Old York Road Last Contact Last Update 3 weeks ago 3 weeks ago Source Manual Entry City Turnersville State NJ Owner jimhill Postal 08012 Spouse seem I ias W h e yO U D ut In a County follow up date and Type m add to calendar you Time Zone Best Contact Time ans f cu Will g et an em th e n zi Follow Up 2014 02 24 14 00 00 night befo2. User Manual Calendar User Manual There are multiple ways to use the calendar List View Detail View and Calendar View From the list view when you are making outbound calls to schedule appointments and not collecting any information This is the mini calendar From the contact view where you are collecting notes and scheduling appointments The mini calendar and or follow up date can be selected From the calendar view most useful when you have a list of appointments to add at one time for example a seminar Mini Contact Manager 93 Results Event Calendar j J CT First Last Temp Phone Email City Zip County Louella Barwick 123 Main Street Salt Lake City UT 84049 louellaf testemail com 435 654 1234 12 16 1955 import 1234 ES m Royce Rochin 27 First Street Calendar Search Dy a ii 120 130 i4 o g Last Contact w Last Updated Date Added Status Actions Taken Never Never 7 months ago Submitted Mever Never Search Manage Event Calendar Settings Exclude by Tag Take Action Next Contact Last Action Note The Mini Calendar is located on top of the list view You can see 5 days ata time You can click on the arrows before or after the calendar to change the dates displayed New Lead imported by Margaret Audet a New Lead imported from File by Margaret Audet 3 Al nitrate
3. 2p Fallow Up far Exclude by Tag FO Life Review with Bob X Jono What s Next Calendar My Calendar 24 Settings Location 1234 Shady Run Mt T4 Se QR ee Laurel MJ 08054 215 535 6666 Description Life Review Has Medicare Policy Interested in MOD 4d Add Event Other Calenc ar You can see the event was added to the is calendar If you click on the event you will get a popup that shows you a 7p Life Review w Tp Follow Up far glance of the meeting You can click on the pencil icon to edit the event 16 170 18 19 20 210 220 MARKET Calendar View Agenda M ACCESS DIRECT Click on the Agenda button to view all upcoming calendar events Calendar Manage your time Create events Share with others Connect with Contacts Today February 2014 Day Week Agenda Month search February 2014 Vibo Exclude by Tag Follow Up for Jim Hill 5 Old York Road Tumersville NJ 08012 856 981 4734 1 9 1 00pm 2 00pm What s Next Saturday 24 Settings Follow Up for Jim Hill 5 Old York Road Turnersville NJ 08012 856 981 4734 22 1 00pm 2 00pm Se ib 2 Add Event Calendars 3 My Calendar You have multiple views of the calendar You can select Day Week Month or Agenda view The Agenda view is currently displayed Here all your appointments are listed by date and time
4. Tom Smith Exclude by Tag v What s Next You can share this appointment with ne another agent in your office by inputting their name here Event Privacy O Public 9 Private By typing in the person you are meeting with it will connect their contact record to this appointment Text Position about the appointment want to allow them the ability to edit the event check the box all editing Here you can type in any notes Adding an Event from the Calendar Life Review with Bob Jones 1234 Shady Run Mt Laurel NJ 08054 215 535 6666 search Search by Tag v Al Day Event Multi Day Event Shared Event Allow Shared to Edit 2 10 2014 7 00pm to 8 00pm Tom Smith Exclude by Tag 2 10 2014 Tags What s Next 1 Repeating m Connected Contacts 2 Settings Repeats Every 4 Weeks v Bob Jones 23 a III 25 Cancel On Days C sun E Mon tue Om Dri Osa ER Public Private Series Ends Summary have filled out the event form completely click he save button ICES ELS BEE BEE Description ACCESS DIRECT M MARKET ZA Adding an Event from the Calendar _ F Today 4 February 2014 Day Week Agenda Search nm CERNI pu ol o Search by Tag CR OC EC RC _ 26 3 270 2B y 20 30 ne 16 S35pFollewUpfor
5. re the Example tomonow 3 15 pm fo OW Uu D d ale s Insurance 23 Add to Calendar Premium Tags ACCESS DINEL T LA MARKET ud Adding an Event from the Calendar jee Success Education Calendar Manage your time Create events Share with others Connect with Contacts ey Today gt February 2014 Agenda Agenda Monin Search Search by Te EIS 270 28 o 10 3225 Follow Up for 2p Falkow Up far Exclude by T Whats Ne I m mi Another way to add an event to the calendar is to click on the Success tab and then Event Calendar T2 00 noel ET 55 Calendar Manage your time Create events Share with others Connect with ee M Life Review with Bob Jones CT Al Day Event Multi Day Event 2 10 2014 F 00pm to 8 00pm 2 10 2014 O Repeating Repeats Every 1 Weeks Ml On Days LJ Sun Mon LI Tue wea tm O fi Ll esa Series Ends Summary Color III TI I 117 EEUU Description ups WYSIWYG Life Review Has Medicare Policy Interested in Fill in event name p Event E date and time Event Location Filling out the Event Form SE 1234 Shady Run Mt Laurel NJ 08054 215 535 6666 Search ae Even Allow Shared to Edit LR
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