How do I hide sections of the Agenda?

You can customize the Agenda in many ways including hiding sections you do not use or wish to see.  

To get started tap on the funnel icon. 

Tap on the funnel icon to customize the Agenda

Scroll down the menu to make adjustments. You can change how items are grouped and organized, and hide sections you don't wish to see. 

Customize what is visible on the Agenda

Toggle on or off any of the items below to control what is visible on your Agenda.


Cleared

Cleared Items

  • Cleared Calls and Meetings

Notifications Sections

  • Alerts
  • New Leads
  • Opened Mail

Contact Sections

  • Accept Contact Updates - Tip: Instead of hiding this section, you can enable contacts to be accepted automatically. Here are step-by-step instructions.
  • Campaign Activity
  • Important Dates
  • Keep in Touch

Content Section

  • Calls to Make
  • Current Meetings
  • Emails to send
  • Finished calls
  • Finished meetings
  • Important messages
  • Invitations
  • Meetings
  • Meetings to reconfirm
  • Saved
  • Tasks to complete
  • To Dos and Next steps
  • Unread Mail

Meetings without attendees or you

  • Upcoming without attendees
  • Finished without attendees
  • Meetings you have declined

Sort to bottom of today

  • Opened Mail
  • Unread Mail

Include in Summary Count

  • Opened Mail
  • Unread Mail
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