Home Menu - Sales Calls

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This is designed to help you plan your marketing activity. It shows all calls due today and those overdue and yet to complete.

The scheduling and assigning of calls to contacts and users is handled within the Contact List feature which is a different screen.


Calls

Any contacts which appear on your 'Contact List' in ROL and have a 'Next Contact' or 'Next Visit' date which is overdue will appear in this section of your Control Panel screen as a reminder for you to action.


Click on the contact name link to take you to your Contact List where you can review the entry, make contact or re-schedule. For more on this, see Contact List feature.


To view your full list of contacts, click the 'View Contact List' button on the screen, or go to the top Menu Toolbar -> Tasks & Diary -> Contact List.

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