Loc: Melbourne Australia
Originally Posted By: "email@example.com"
Here's how I do it. I use Now Up to Date in list view, set up to show only todos/calls/appointments for "today". When a new call comes in, I record it as an undated todo. I assign it a category which I've created, such as c-lw (call, left word) or c-rtd (call, returned). If my assistant takes a call, she can add it to the list (or change its status) and my list gets updated. I also use the same list for appointments and todos. So the list shows my whole day at a glance, and each item can be updated by anyone on the server. Happy to give you more detail, if you need it.
Very Happy I would appeciate that. Always looking for a shared list of quotes to do/follow up/ lost/ won etc. that anyone can access.
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