Scheduling Prospect Calls - Daily Call List?
Hello,
I've searched the help section and forum and can't seem to find the answer. How do you schedule multiple prospecting calls and have them show up on a report (tomorrow's calls, this weeks calls, etc.)? I've added a new task under the lead but it doesn't show up as a call when I look at the report. I've change the report view to "tomorrow" but the call isn't listed.
In the end I want to view a daily list of prospecting calls.
Thanks!
Lyle