How do I add ToDos to my calendar that are not specific to a client or prospect?
Go to the TO Dos/NOTES tab and select Add ToDos. From here you will select a ToDo type (either Personal or Other) Name your ToDo (e.g. Attend seminar), schedule the date, time and duration of your ToDo and click Create • 10. How do I view the scheduled meetings I have created? Go to ToDos/Notes tab and select View ToDos You can view your ToDos by Due Date, by Status (Unfinished or Completed) or by who it is Assigned To (select contact) and click view • 11. What is the Call to Action Board for? The Call to Action Board has been created to help keep your clients and prospects from slipping through the cracks. If you have not had a personal contact within a six month period, your client or prospect will show up on the Call to Action Board letting you know they are being ignored. A personal contact is a scheduled and completed ToDos (Initial Meeting, Standard Meeting, Phone Call, or E-mail) on your HOARD calendar. From here you would have the ability to cancel the reminder, call them, or s
