Time Management is a core skill for any sales person. If you are great at time management, you contribute to the level of service the clients experiences. Remember, there is always a lot to do and so little time to do it.
Our CRM system, and one of our coaching tools, therefore provides you with a calendar management section. This system enables, for example, a sales manager insights in to how a sales person manages his or her time and appointments.
Moreover, a manager can even schedule events and appointments on the user’s calendar, which is synced to the individual’s calendar.
System Screens at a Glance
The calendar management feature provides a familiar screen layout. When selecting the user to review, the calendar updates and displays the selected user's calendar.
Booking An Event or Appointment
Book an appointment directly from the calendar management screen. This is additionally a very handy feature for setting up meetings.