Sales history icons appear next to a company name. They're a quick way to know what's happening with a company.
There are four icons. Each one changes depending on whether the company has, has had, or has never had an activity, appointment, opportunity or order. Hover over an icon to see what it means.
Activity
If your account uses phone calls and to-dos instead of activities, this icon shows phone calls and to-dos.
| Company with a planned activity | |
| Company with an activity completed within the past 12 months, and none planned | |
| Company with no planned activities, and none completed within the past 12 months | |
| Red icon | Company with an overdue activity, and none planned for a later date |
Appointment
| Blue calendar icon | Company with a planned appointment |
| Grey calendar icon with a blue symbol | Company that has had an appointment, and none planned |
| Grey calendar icon | Company with no appointments |
Opportunity
| Company with an opportunity | |
| Company with a lost opportunity | |
| Company with no opportunities |
Sales
| Company has bought within past 12 months | |
| Company has bought 12+ months ago | |
| Company has no previous sales |