32 Print Reminders
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Revision as of 16:01, 28 June 2011 by Simon Clive (Talk | contribs)
Print Reminders
Where is the "Print Reminders" button located and what is its primary benefit?
Select the Marketing tab Select the Print Reminders button Select the Date Range, i.e. From and To dates required Select the individual Employee from the drop down Employee list OR Select the 'All Employees' tick box Select to 'Include History Notes' is required Select Print or Preview
This will give you a print out of all your Reminders / Follow ups to enable you view of snap shot of what you need to do to keep on top of all your Lead follow ups, even when you are out of the office.