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What is My Agenda in Apptivo CRM home page when I log in?

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Updated on July 17, 2020 05:10AM by Admin

Apptivo CRM allows the user to check the list of tasks he has charted out for a Day, Week, and Month. Once he logs into his account with his login credentials, all he has to do is click on the My Agenda Button.

My Agenda will display the tasks that have been listed out for the day. This makes it easier for you to get a comprehensive view of all the meetings that have scheduled for that day, tasks to be completed, account details, follow-ups to be, and so on.

In My Agenda, you can create tasks, Events, and Follow-up.

    • Tasks - These are an assigned activity either to an individual or to a few employees or to an entire team. It is not a specific day activity, it has a due date.
    • Events - These are specific to a calendar day. These are appointments such as conference calls, meetings, etc.
    • Follow ups - Follow-ups across the CRM objects such as new lead introduction, inactive contacts are rejuvenated, and so on.

In brief, My Agenda allows you to keep track of things that needs to be done or solved. You can create and access event, task and follow up quickly from “My Agenda”.

Home Page

Event

Create a calendar event right from “My Agenda” using Create -> Event. Events you create using this feature include a link back to the original calendar event.

Task

To keep track of all your tasks in “My Agenda” and you can create a list of items, set due dates, emails, and notes, and even add a work log.

Follow up

Schedule a follow up directly from “My Agenda” using Create -> Follow up. Follow ups you create using this feature include a link back to the original follow up.

Custom view of Agenda

  • To change between different views, just click on the buttons in the top-left corner of your agenda dashboard "Calendar/List view" .
  • To customize your view of the calendar, just click on the buttons in the top-right corner of your calendar such as "Day", "Week" or "Month" .
  • To quickly access your next page of the calendar, just click on the right and left arrow buttons in the top-left corner of your calendar.
  • You can also give priority to your agenda on how it should be displayed or you can also hide this feature in your account. Just go to "Preferences" in your account.

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