Hotlist Tasks

7 articles

Add a Hotlist Task

You can create Hotlist tasks for Address Book entries, Campaigns, Customer Service cases, and Opportunities. You can also create personal Hotlist tasks. Personal Hotlist tasks are not associated with…

Updated 2 years ago by Celina Kwan

Reassign Hotlist Tasks

Video Tutorial You can reassign Hotlist tasks to different Maximizer users directly in the Hotlist page. You can reassign one Hotlist task, or you can select multiple tasks to assign all of them to t…

Updated 2 years ago by Celina Kwan

Modify Task Dates

You can change the date of Hotlist tasks in the Hotlist page. You can change the date of one Hotlist task, or you can select multiple and change the date of all of them at once. The dates of appointm…

Updated 3 years ago by Celina Kwan

Filter Tasks and Appointments in the Hotlist

In the Hotlist module, select the Filter icon. Select the user or users whose activities you want to view. You must have access to other users’ Hotlist to view their Hotlist tasks. You can give other…

Updated 3 years ago by Niall Clifford

Setting Up Environment to Only See Team Members

Scenario: See only my team members when it comes to assigning a Task, set up a meeting or view their workdays. Solution: In order to achieve this, you must first contact your Maximizer Administrator…

Updated 2 years ago by Isabelle

Hotlist Module

You can view lead information and perform actions against a lead without leaving the Hotlist. Enhancements to the Hotlist & Leads module: The lead information is displayed in Details, History, Notes,…

Updated 2 years ago by Celina Kwan

Hotlist Tutorial

Updated 3 years ago by Niall Clifford