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Using the Planner

View your activities in a calendar-style layout.

Accessing the Planner​

  1. Go to Activities in the sidebar
  2. Click the Planner tab

Planner Features​

Calendar View​

The Planner shows your scheduled activities in a timeline format:

  • Meetings - Displayed with date, time, and contact name
  • Scheduled follow-ups - Future contact attempts

Date Range Filter​

Filter the planner by date range:

  1. Click on the From date picker
  2. Select your start date
  3. Click on the To date picker
  4. Select your end date
  5. The view updates automatically

Quick Date Ranges​

Common date ranges you might use:

  • Today - All activities for today
  • This Week - Current week's activities
  • This Month - Full month view

Activity Status Colors​

ColorMeaning
🔵 BlueUpcoming, planned
🟢 GreenCompleted successfully
⚪ GrayPast, completed
🔴 RedNo answer or unsuccessful

Tips for Using the Planner​

tip
  1. Check daily - Start your day by reviewing the planner
  2. Plan ahead - Schedule follow-ups for the next week
  3. Update results - Mark activities as complete after they happen
  4. Use filters - Focus on specific date ranges when needed

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