Sometimes, it's important to know how much effort you're putting into a relationship. Any relationship. Whether it be with your friends or a lead, it's always good to know how much time and effort you put in. A good indication of how much time you are spending with a client is looking at the number of activities you have with a specific client. Obviously it could be a bad thing that you see a customer a lot. They could be having a lot of problems. But it could also be a good thing. Maybe the customer keeps asking questions about different products and you are happy to answer them in hopes of making a big sale.

The hotlist task window is a great place to see both appointments and tasks at the same time. Configure a column view for the hotlist like I mentioned in a previous blog and you can sort your appointments and tasks by company name.

Another way of seeing both appointments and tasks for a specific company is by right clicking on the Address Book entry and selecting "Activities for [name of Address Book entry]"

This opens up the Activities for... dialog. It is like a mini Hotlist window.  It shows all activities for the Address Book entry. From here, you can create Hotlist tasks or appointments. You can also filter the results to see only certain user's appointment/tasks for the entry.