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Managers can select a team or user via the Team/Agent dropdown to view any calendar events scheduled for that group in the Calendar list.
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You can view reminders by clicking Reminders at the bottom of the Calendar view. This action opens the Reminder(s) popup window allowing you to check all scheduled follow-ups. The reminders are kept until they are either dismissed or the original follow-up is deleted.
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You can view notes associated with a follow-up in the calendar or in the Notes section of the Records DetailRecord Details Panel.
Calendar
Hovering the cursor over any follow-up displays the summarized version of any included notes.
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Record Details Panel
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