User guide

Miscellaneous
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Specifying Dates
Some fields require you to specify dates or times. For example,
when scheduling a follow-up activity for a new lead.
To specify a date:
1 The date is split into three fields: month, day and
year. Select the one you want to modify.
2 Select Change Option from the menu.
3 Scroll up or down to select the desired item.
4 Repeat steps 1 - 3 for each portion you want to
modify.