To find the date a customer interacted with the application and scheduled an appointment, click on Lead List or the customer record displayed on the calendar.

Using the Leads Calendar

• Leads displayed on the calendar can be filtered by using the More Filters button at the top right of the screen. Filters are only available if multiple communities or companies are associated with the user's account. For more information about each filter, see the Calendar Filters section below.
  
• Toggle between past, present, and future dates by clicking on the Today button or the directional chevrons at the top left of the calendar.
  

• Change the view from monthly, to weekly, or to a daily calendar using the Month, Week, and Day buttons at the top right of the window.
  

• View leads in a list view by clicking on the Lead List tab above the calendar.

Calendar Navigation

• Today: Jump to today’s date on the calendar in the Month, Week, or Day views. The current day is highlighted in light blue. 

• Back chevron: Move the calendar to the previous time period. The time period is determined by the Month, Week, or Day views at the top right of the calendar.

• Forward chevron: Move the calendar to the future time period. The time period is determined by the Month, Week, or Day views at the top right of the calendar.

Calendar View

• Month: View leads for an entire calendar month.

• Week: View leads for a week beginning Sunday.

• Day: View one day of leads.

Calendar Filters

Leads displayed on the calendar can be filtered by using the drop-downs above the calendar to reduce the information displayed and hone in on specific leads.

Filters are dependent on user roles and permissions.

• Date Range/Interval: Select a predefined date interval or a custom date range to view leads generated during a specific time period.

• Time Zone: Filter results to only include leads from a particular time zone. To update a company's time zone, reach out to your account manager. 

• Property Management Company: Filters results to only include those that are associated with the selected management company or companies. For instance, many real estate companies own apartment communities and enlist a property management group to manage one or more properties. Property management companies may need to be set by your account manager.

• Region: Filters results to only include those that are associated with the selected region(s). For example, companies with offices across the country may want to see data for different region segments. Regions may need to be set by your account manager.

• Ownership Groups: Filter results to only include leads that are attributed to a particular ownership group. Ownership groups may need to be set by your account manager. 
  
• Include Test Company Data checkbox: Available only to certain user roles, this checkbox allows users to view data from internal test companies as well as customer companies. 
  
• Only Active Companies: Filter results to exclude leads for companies that are no longer active in The Conversion Cloud. 

There is no filter dependency. If a lead or customer does not match all set filters the lead or customer will not be included in the results.

Application Tiles