Display Prospect Cards of CRM Activities for Follow-up
Use the CRM Activities for Follow-up submodule to display prospect cards of CRM activities for follow-up.
To use the CRM Activities for Follow-up submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.
To display the prospect card of a CRM activity for follow-up:
-
On the main toolbar, click
Tasks
.
- In the left pane of the Tasks screen, click .
-
On the grid toolbar, click
Show/hide prospect card
.
- You can view the prospect card in the bottom grid and manage client-and prospect-related information and activities.
Parent Topic: Procedures