Changing The Status Of A Task Or Appointment

If you associate appointments and tasks with interactions; they will be listed under the Interactions tab; as well the Interactions widget along with the other interactions. After the appointments and tasks are completed; you can mark them as “complete” following the procedure below.

1. Ensure that the Interactions tab is open in the Contact List; Accounts; Client Service; or the Hotlist module.
   -OR-
   Select a lead and open the Interactions panel of the lead.
2. Change the status of the appointment:
   1. From the list of interactions; click the appointment you want to modify.
   2. In the Modify Appointment window; select the Complete check box; and click Save.
3. Change the status of the task:
   1. From the list of interactions; click the task you want to modify.
   2. In the Hotlist Task window; select the Completed check box; and click OK. For example; the highlighted task is marked as “Complete”.

Once a task or an appointment is marked as “Complete”; its subject will appear with a strikethrough.