The Day Planner in WelcomeHome displays all of your scheduled meetings with a start and end time, as well as all of the tasks and activities you have scheduled to complete for the day.
You can place calls, send emails, and texts all from the right-hand column of the Day Planner screen. When you first pull up the Day Planner, you will see all of the day's scheduled activities and meetings across your entire team. You have the ability to view only your own activities by applying a filter.
1. Click on the Day Planner tab on the left-hand side of the screen.
2. In the top right corner of the Day Planner, you will see a small funnel icon. Click this button by the green arrow below.
3. From this screen, you will see a variety of filters you can choose from. Group By dictates how the task and events are distributed and Sort By will dictate the order of arrangement.
Grouping by an "Assigned User" will show you events and tasks that are only assigned to the selected users. This filter is 'sticky', meaning this filter will stick or stay, unless you click 'reset filters' at the top.
Grouping by "Prospect/ Referrer" will show you events and tasks for each prospect or referrer by alphabetical order of first name. If you also select Sort By "Prospect/Referrer Score" it will display the scores of the individual to the right of their name.
Grouping by "Activity Type" will display the events and tasks so that all of the similar activities are shown together.
4. Now your Day Planner will now display your filtered selection!