What is the Calendar?
The Calendar provides a comprehensive view of your scheduled events and appointments. It serves as a central hub for managing your day or week, and for overseeing meetings and events for your teams.
Key Features
Centralized Scheduling: View all team events and appointments in one place for quick oversight.
Flexible Views: Switch between daily or weekly formats to plan short-term or long-term schedules. Also view in Calendar or list formats.
Filtering & Sorting: Easily filter events by User, Status, Unassigned or Assigned Users, if the event has a utility bill or not and if it received customer confirmation.
Event Creation & Management: Quickly add, edit, or delete events, including Closer Events and Personal Comebacks.
Export & Reporting: Export calendar data for reporting, review, or analysis using the CSV download.
Date Navigation: Use the arrow buttons (e.g., < and >) to move backward or forward through different date ranges. Or select the default dates in the middle of the page and select specific dates.
Managing Events
Adding Events: Click the Add Event (upper right corner) to schedule a new event. Options include Closer Event or Personal Comeback.
Add Calendar Event: Insert the event Title, Date, Duration, and Assign Closer. Input the events address and include any additional notes.
Viewing Options: The View Options button opens a pop-up panel where you can customize calendar display, including view period to be week or day and select calendar or list view.
Exporting Data: The Download CSV button allows you to export calendar data for a selected date range into a CSV file.