Guides โบ ๐ฏ Prospect
Track Activities, Events & Reminders
Every call, meeting, and task in one timeline โ history for what happened, events for what's next, reminders so nothing slips.
- Log completed touches (calls, meetings, emails) as History on the Contact, Company, Property, or Project record.
- Schedule future touches as Events โ they appear on your KRM calendar and the record's timeline.
- Turn on browser notifications for Reminders so follow-ups surface even when you're working in another tab.
- Filter any list by Last Activity and Next Activity to instantly see who's gone cold and who's due for a touch.
- Review your Events and overdue Reminders each morning โ that's your call sheet.
๐ก Mentor tip
The "Last Activity" filter is the most underrated prospecting tool in KRM: sort your top 100 targets by last touch, oldest first, and start dialing.