The My Business Portlet

The My Business portlet of the Dashboard enables quick access to your Prospect List and incomplete activities for the week. Your activities either appear on multiple tabs based on activity type, or all on one tab. Example: Activities for the current day always appear at the top of the list. You can customize how activities display by defining your Home settings.

Note: This topic describes working with activities from My Business. For information on working with the Prospect List, see "About the Prospect List".

To work with activities in My Business:

1. From the Main Menu bar, click the Home icon.

   The My Business portlet appears in the main application area.

2. Click the tab that contains what you want to work with (either All Activities or the activity type).

Tip: The Print Media tab displays all of your postcard, letter, envelope and label activities.

3. Use the drop-down lists in the top right to:

• View an assistant or team member's activities, if applicable.

• Select the date of activities you want to display.

4. You can do the following:

• Display the Activity Details screen for any activity by clicking the activity's description.

• Open the Activities Summary screen by clicking the Go to Activities action link.

• Delete an activity by clicking the activity's Delete Activity icon.

• Send a planned email by clicking the activity's Send (and Mark Done) Email icon.

• View, edit and send an email by clicking the activity's View and Send Email icon.

• View and print a planned letter, postcard, envelope or label by clicking the activity's View and Print PDF icon.

• Mark an activity complete by clicking the activity's Mark Done icon.