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  • Managing Preset Views: How to Edit, Overwrite, Reorder and Delete
  • Creating a Personal Preset View from the Events List
  • Using your Preset Views: How to find events that require your action
  • Submitting Multiple Entry Activities
  • How to Submit an Activity
  • Scheduling Events
  • Navigating the Events List
  • How to Upload Receipts to Expenses
  • Assigning Tasks
  • Brand Ambassador Calendar Overview
  • Introduction to the Visit Details Page
  • How to Schedule a Visit in the Brand Ambassadors Calendar
  • How to Schedule an Event for a Brand Ambassador Visit
  • How to upload documents to Brand Ambassador Visits
  • Event Phases: Plan
  • Event Phases: Execute
  • Event Phases: Results