Activity

What have I been up to on Saleboat?

Updated over a week ago

Main Menu > Profile > Activity

This is a list of all the interactions that you have taken part in or have planned.
Each tab contains the relevant interactions (meetings and calls):
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1. Upcoming - Interactions in the near future.
2. Commenced - An interaction you are currently checked into.

3. Past - All concluded interactions.
4. Missed - A list of all missed or cancelled interactions.
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  1. By pressing the 3 dots on the right of a meeting you will see a few options for the meeting.

  2. By clicking the BLUE Prospect or Client name, you will be taken to their Profile.

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