Guides โ€บ ๐ŸŽฏ 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.

โฑ About 6 min ๐Ÿ“ฆ Module: KRM
  1. Log completed touches (calls, meetings, emails) as History on the Contact, Company, Property, or Project record.
  2. Schedule future touches as Events โ€” they appear on your KRM calendar and the record's timeline.
  3. Turn on browser notifications for Reminders so follow-ups surface even when you're working in another tab.
  4. Filter any list by Last Activity and Next Activity to instantly see who's gone cold and who's due for a touch.
  5. Review your Events and overdue Reminders each morning โ€” that's your call sheet.
๐Ÿ’ก 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.