Today's Schedule & Quick Add

To open your Today Screen, click on today's date in the top right-hand corner of the header.

Your schedule contains any Agentbox News & Announcements,  notifications and todays appraisals, listing presentations, inspections and tasks due.

Depending on your level of access you can view My Events or filter by Team Events or All Events for the office.

Tab across to Calendar to see all upcoming appointments, Agentbox News to view past news items and release notes or to Targets to view a snapshot of your targets dashboard.

You may also be interested in How do I sync my contacts, tasks and meetings to my smart phone and/or Outlook?

Globally accessible Quick Add ‘+’ tool

In the top right-hand corner of the header is the Quick Add tool. From anywhere in the system the Quick Tool allows you to quickly:

• Log an Enquiry.
• Add a Contact.
• Add a Prospect / Appraisal.
• Add a Note.
• Add an Appointment.
• Add a Task.
• Apply an Activity Schedule.