Top Producer® 8i CRM: How Do I View a List of My Incomplete Activities?

The My Business area on the Dashboard (Home Page) provides a quick summary of your important activities. From here, you can view your recently due activities, currently due activities, upcoming activities and your prospect list.

By default My Business will include your activities due in the Last 7 Days, and will separate your activities into separate tabs based on activity type. Each tab will display the number of incomplete activities of that type scheduled within the selected date range. You can select a different preset date range, up to the Last 30 days, by using the second Show drop-down menu.


You can view the list of the incomplete activities for a different activity type by selecting one of the tabs at the top: Calls, Appointments, To-Dos, Listing To-Dos, Closing To-Dos, Emails or Print Media.

Note: Incomplete activities can be viewed within a specific date range using the Activity Summary. For more information, see Viewing Activities.

Log in to view incomplete activities.

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