Keep track of appointments set, doors knocked on that weren’t home, follow-ups, and homeowners that were not interested.
- The Activity dashboard is located on the bottom left of the navigation bar.
- This is where users will find lead info including lead dispositions and contact info.
- You can view your Activity in order of most recent updates or you can view the updates that are geographically nearest to you.
- Your Activity can be filtered to view specific date ranges, dispositions, and activity types (contact created, report generated, bill entered, utility bill captured, and note added) to make keeping track of your progress a breeze.