April 16th, 2024
New

We're excited to announce the launch of our new Sales Calendar feature, designed to streamline your task management process and enhance productivity. Here's what you need to know:
π Quick Overview:
The sales calendar offers a clear presentation of scheduled tasks (calls and tours). This interface provides staff with a convenient way to quickly understand their upcoming activities at a glance
π Task Logging:
Easily log task outcomes directly from the sales calendar, ensuring seamless tracking and reporting of task progress.
π Advanced Filtering:
Filter calender by task category, task type, and staff member to focus on what matters most to you.
π Multiple Views:
Choose from various calendar views including month, week, day, agenda and staff to customize your scheduling experience according to your preferences.
π οΈ Customize Duration
Within branch settings, discover two new additions: default_tour_appt_duration and default_task_call_duration. These settings empower you to tailor the duration of tasks displayed on the calendar at the tenant level. While default timings are available, you have the flexibility to modify them according to your requirements.
Experience the power of our Sales Calendar feature today and take your task management to the next level! π