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Web Control Dashboard: Productivity Widget
Web Control Dashboard: Productivity Widget
Ed Agner avatar
Written by Ed Agner
Updated over a week ago

By default, this will show data for the current date.  Use the date menu to adjust as necessary.

  • Completed Calls -  Shows completed calls for the specified date.  This counts calls that were completed either from scheduled actions in the Organizer or that were saved as Phone Notes to Prospect Records.

  • Completed Appointments -  Shows completed scheduled appointments (Meetings) for the selected date.

  • Completed Tasks -  Shows completed scheduled tasks for the selected date.

  • Sent Emails -  Shows manually sent emails for the selected date.  This counts emails sent through either through Prospect Records or emails scheduled and completed from the Organizer.

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