Area:
| Time | Appointment | Phone No. | Notes |
|---|
Week Proposals
Review and respond to partner booking requests
Accounts
User accounts for Administration, Staff and Partners
Administration
Staff
Partners
Partners
Companies & contacts that book meeting weeks
Clients
Companies we visit — appear in day schedule
Meetings Log
All scheduled appointments with full details
Cases
Agent cases and tug operations
Partner Details
Detailed partner profiles, history and activity
🤝
Partner Details coming soon
Extended partner profiles with full history, notes and documents will appear here.
Areas & Groups
Individual areas and grouped collections for day scheduling
Mail
OneDrive Files
Browse and preview your OneDrive files
Company Notes & Status
Admin-only overview of client statuses and comments