To-do List Window

Shows the to-dos that have been assigned to salespeople or teams. To-dos can be linked to contacts and/or campaigns. This window displays different information depending on where you open it from. For example, if you open it from a contact card, you can see the to-dos in which that contact is involved.

In this window, you cannot insert to-dos directly. The program automatically inserts a new line each time you create a to-do using the Create To-do wizard.

Canceled and closed to-dos are displayed at the end of the list.

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Tip

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See Also

Reference

To-do

Other Resources

How to: Delegate To-dos
How to: Delete To-dos
How to: Create To-dos
Recurring To-dos
How to: Assign Activities
How to: Create Interactions