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Step #5: Time to Do - Do You Know About List Views?

Step #5: Time to Do - Do You Know About List Views?

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Author: TERESA URANGA
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Tutorial

Inquiry List View

1. Select all the different list views available on the top left, under the Inquiry object to make sure it is displaying the Inquires and column information as expected 

2.  Open any Inquiry by clicking on the name of the Inquiry from the list view 

3. Open Activities 

a. Short cut to go to Open Activities section 

b. Short cut to New Task, New Event, New Meeting Request buttons 

3. Activity History 

a. Short cut to go to Activity History section 

b. Short cut to Log a Call, Send Process Emails, Send an Email buttons 

4. Student Information Form Submissions 

a. Short cut to go to Student Information Form Submission section 

5. Inquiry History 

a. Short cut to go to Inquiry History section