What is it?
Salespeople can now easily view the actions they need to complete for their accounts. With monthly, weekly, and daily calendar views, they can spend less time planning their day and more time helping local businesses.
How does it work?
To access the calendar view, go to Sales & Success Center > Calendar.
From there, you can:
- Select a monthly, weekly, or daily view.
- View the tasks that are due for a specific day.
- Mark tasks as complete.
- Add tasks.
Who gets it?
All salespeople can access this feature.