Results CRM Features

CRM ColorBe more productive with the award-winning CRM for QuickBooks

ORGANIZE WORKLOADS & TO-DO LISTS

CALENDAR & ACTIVITIES

The Results Workgroup calendar makes scheduling a snap.  See what work needs to be done, who is available to do it, and assign tasks to team members.  Drag and drop appointments within the calendar to reschedule or adjust workloads on-the–fly.  View and manage scheduled activities from the calendar, or by the customer, project or Assigned-To for ultimate control and flexibility.

Calendars can be viewed in daily, weekly, monthly, timeline views or by different team members of a specific department..

Users can use the Activity center to view all items on their to-do list.  Likewise, you can view activities on the contact-level or the project-level to view all meetings, phone calls, and other scheduled events.

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