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About Activities Panel on Sales Center Home Page

About Activities Panel on Sales Center Home Page

The Activities panel displays the activities that need to be completed and allows you to select a timeframe. Chose to see activities for:

  • Today – Shows activities scheduled for today as well as overdue activities
  • Today and Tomorrow – Shows activities scheduled for today and tomorrow as well as overdue activities
  • Next 7 Days – Shows activities for today and the next 6 days as well as overdue activities

On the Activities Panel, you can:

  • Click on an activity to take you to the list of registrants where you can then go into individual registrant profile if necessary.
  • Perform a Search via an activity by entering part of a Comment/Registrant Name or selecting a Due By option of Today, Today and Tomorrow, or Next 7 Days.
  • Send Email activities directly from the Sales Center Home Page with the Send Now option.
  • Instantly reschedule activities or delete those that are no longer applicable.

Note: The number of activities you see on the Activities panel will be impacted by your activities timeframe selection.

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Note: If you are a Sales Manager/Administrator, you will likely have Home Page permissions which provide you with an Activities by Sales Rep panel where you will be able to click through to activities that need to be completed for each sales rep. Please refer to About the Sales Center Home Page for Sales Managers for more information.

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