Sales & Success Center Task Calendar View
Jun 21, 2020 2:35 pm
Salespeople now have a calendar view of the actions they need to complete for their accounts. Utilizing monthly, weekly, or daily views, they can spend less time planning out their day and more time helping local businesses.
If you go to the new calendar tab in Sales and Success Center, simply click on a date where you’d like to add a task, and a side panel will pop up allowing you to fill out your task information effortlessly!
Jun 21, 2020 2:57 pm
Such a great new update to Sales & Success Center! Our friend Mitchell Slater loves it. Great little video testimonial.