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Sales & Success Center Task Calendar View

162 Points
Posts: 53
Topic starter
Joined: 4 years ago

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.

Task calendar2

Task calendar1

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!

1 Reply
222 Points
Posts: 51
Joined: 4 years ago

Such a great new update to Sales & Success Center! Our friend Mitchell Slater loves it. Great little video testimonial.