Today
Today's Calls, Visits & Actions
Overdue Follow-Ups
Must Contact
My Tasks
General tasks and existing sales Next Actions together.
Companies
Click a company to open its record.
Competitor Prospecting
Track advertiser leads from multiple competitors. All records stay in Companies.
Contact Information
Account Information
Contacts
Next Actions
Sales Visits / Calls
Email History
Activity Notes
Next Actions
Sales Day
Driving Notes
Open reminders saved to the Microsoft To Do “CRM Notes” list appear here.
Connect Microsoft To Do, then refresh your notes.