Focus mode allows you to focus your Upsales dashboards on activities and view progress.
- Under Activities, click Open focus mode at the top of the Activities list:
- You can also click the focus mode icon next to an activity:
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The first activity in the current list view opens. You can see the following information:
- number of activities left
- Your progress today: your Total outcomes (split into Reached and Not reached), Appointments, Opportunities and Orders
- Top outcomes today and Booked appointments today lists
- Click the left or right arrows to save an open activity and move to the previous or next.
- When you finish working through all of the activities in the current view of your Activities list, you can see a summary of your work session.
Focus mode in Tasks
If your account uses Tasks, focus mode works through your open phone calls.
- Under Tasks, click Open focus mode at the top of the list. The button is shown when the list contains open phone calls. You can also click the focus mode icon next to a phone call to start from that call.
- The phone call opens together with Your progress today, the number of calls left, and the Top outcomes today and Booked appointments today lists.
- Log the outcome of the call to save it and move to the next phone call. Use the buttons at the bottom to move to the previous or next phone call.
- After the last phone call, focus mode closes. Click Exit to leave focus mode at any time.