Use visit date filters

Plan person visits and connect business properties with companies.

CRM — PLM application screenshot
CRM · Application screenshot
  1. Read the coloured day-range controls above upcoming visits.
  2. Choose the range you want to review.
  3. Use Show All to restore the complete sorted upcoming list.

Example

Choose the 1–7 day band to prepare near-term visits. Show All restores the other planned dates and retains earliest-first ordering.

Check the result: Use Show All to restore the complete sorted upcoming list.