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Viewing Upcoming Pre-Explain PMS and PMS Calls for All Accounts

The following procedure describes how to view all upcoming Pre-Explain PMS and PMS calls for all accounts.

To view all upcoming Pre-Explain PMS and PMS calls for all accounts

1. Navigate to the Calendar screen, then the Account Call Planning view.
2. Select an account.
3. Navigate left to move to past calls and right to move to future calls.
4. Calls will be denoted by different blocks of color, according to the legend below the Account Call Planning view.

NOTE:  PMS calls for all accounts also appear on the Home screen.