I would set them to New...and it looks like the reminders should be showing on harry@throneranger.com They aren't there? (any workers w/ tasks assigned you would have to share the IO calendar with them)
I would set them to New...and it looks like the reminders should be showing on harry@throneranger.com They aren't there? (any workers w/ tasks assigned you would have to share the IO calendar with them)
I think I figured out what was going on these leads had event dates that were in the past. They are general leads with no events tied to them but I entered an event date to set them up when I was new to the system.
Can I set them up as customers (eg no event) and the CRM information will copy over and then delete the event?
I think I figured out what was going on these leads had event dates that were in the past. They are general leads with no events tied to them but I entered an event date to set them up when I was new to the system.
Can I set them up as customers (eg no event) and the CRM information will copy over and then delete the event?
You can add it when you are on a customer profile and it will enter the customer's info....also there is a drop down to link it to customer, lead or organization
You can add it when you are on a customer profile and it will enter the customer's info....also there is a drop down to link it to customer, lead or organization
The same question 
When you saved this...did you set it to "in progress" or "new"?
When you saved this...did you set it to "in progress" or "new"?
Yes I have tried both settings. Which one do you recommend?
Yes I have tried both settings. Which one do you recommend?
I would set them to New...and it looks like the reminders should be showing on harry@throneranger.com They aren't there? (any workers w/ tasks assigned you would have to share the IO calendar with them)
I would set them to New...and it looks like the reminders should be showing on harry@throneranger.com They aren't there? (any workers w/ tasks assigned you would have to share the IO calendar with them)
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