The Clever Hotlist – getting more out of Hotlist

Welcome to Avrion Products Hints and Tips

  • Type: Product Hints and Tips

    Product: Maximizer CRM

    Benefit: Productivity – Hotlist

  • Date: 19th April 2017

    Area: Hotlist activity and tasks

    Series: Series 1, Issue 2 (of 4)

Learn some interesting and clever quick tips using the Maximizer CRM Hotlist

Includes:

  • Assign a task to another user
  • Reassign a batch of Tasks to a different day
  • View one or many Hotlist task in the AddressBook view
  • Preferences

Click below to view the video tutorial.