Manage appointments in list view, quick view, and detailed view.
Associate a task with an entity by creating the task from entities such as leads, opportunities, and quotes.
Filter phone calls based on the direction (outbound or inbound), accounts, and employee.
Associate a visit with an entity by creating the visit from opportunities. You can manage visits in list view, quick view, and detail view and filter visits based on the account, status, visit type, owner, or start date.