Sales Person Account - View Calendar

The Salesperson Calendar feature gives your sales team the capabilities to view and set events for a specific calendar month.

Accessible to all sales people, it keeps them up to date on the events of their co-workers, making it easy for them to plan and manage their schedule for a given period.

The events placed on the calendar can be clicked on to show more details about a particular event.

My Calendar Features

The new Salesperson Calendar has been integrated with a new interface giving it a more up-to-date look while making it easier to use at the same time:

Day and Month Window View

The Salesperson Calendar now gives you the chance to view the calendar by Day or by Month just by clicking the Day or Month links found at the top right corner.

When the Day View is selected, you’ll be able to see the schedule of a particular day, broken down in hours.

If an event has been scheduled for the day, it will show during the hours it was set.

When the Month View is selected, the calendar will show the different days of the month.

If an event has been scheduled, it will show during the day it was set.

Calendar Selector

The Calendar Selector lets you select a specific date or month to view. It also lets you go through archived entries of the previous years. This can be done by clicking on the month at the top of the calendar to make the switch from month to year.

Accessible when viewing the calendar using the Day View display, the Show Business Hours and Show 24 Hours features enable you to change the number of hours being displayed per day.

When you select the Show Business Hours, only the regular working hours for the day (8:00am - 5:00pm) will be displayed.

When the Show 24 Hours link is selected, the entire number of hours for a day (12:00am - 11:00pm) will be displayed in your calendar.

To learn how to add an event to your Salesperson Calendar, click here.