How to search for activities in calendar view?

Step 1: Log Into Your OP Account

User on Web

1. Log in to your Outperform account.
2. Click on Activities from the left-hand menu.

Step 2: Use Activity Filters

1. All Users Filter – Select a specific user to view their scheduled activities.
2. Activity Type Filter – Choose activity types by icon:
   Phone – Call activities
   People – Meeting activities
   Clock – Task activities
   Flag – Deadline
   Email – Email activities

Step 3: Use Calendar View

1. Click the Calendar icon to switch to calendar view.
2. Use the top-right toggle to switch between Month, Week, or Day views.
3. Navigate between months using the arrow buttons in the upper-left corner.

Step 4: Interact with Calendar Activities

1. Click on an activity to open and edit its details.
2. Click on the $ deal title to open the associated Deal Details page.
3. Click the person icon to view the related Prospect Details.

Done!

You now know how to search for activities in calendar view.