Blue Pushpin

• Blue Pushpin - Activities and Tasks tabs

  Activities/Tasks overview The Activities and Tasks tabs, found after tapping the ...

• Blue Pushpin - Accounts

  The Accounts tab allows users to view and access the available Account Universe r...

• Blue Pushpin - Plan > My Lists tab

  My Lists The My Lists tab shows category options for Potential Placements, Follow...

• Blue Pushpin - Plan > My Calendar tab

  My Calendar (planner) The My Calendar tab shows all planned activity as colored d...

• Blue Pushpin - Placements

  Understanding the Placements Feature The Placements feature allows you to enter a...