Being a sales professional, you’d surely have a long to-do list. When multiple things need your time and attention, there are chances you might miss out on some sales activities and mess up the others. For instance, block the same time slot for two different contacts or forget about calling a potential buyer. Such blunders can hinder your path to reach your sales goals.
To prevent this from happening Salesmate has added calendar view along with list view inside activities module. So now, you can find all your sales activities for the day, week, or month in a single calendar view. This will help you organize and prioritize your tasks for achieving high productivity level. You’ll know what’s done and where do you need to invest your precious time.
Refine your search
Need to know how many calls are scheduled, or meetings are lined up for the coming week? Using smart filters, you can get such specific information about various activities within minutes. Salesmate also allows you to add tags for making your search easier.
Check your team’s availability
As a sales manager, keep track of what your teammates are doing. Find out who they are meeting and where are they spending their work hours. View their activities and check who is available before assigning a new activity.
Stay abreast with the tasks you’re involved in
Do you need to give a demo along with a teammate or attend a web conference with another project stakeholder? Know whether your teammates have added you in any task and plan your day accordingly.
Manage activities more efficiently
Need to reschedule a meeting due to the unavailability of a prospect? Easily drag and drop the activity to a different date and time. Salesmate even gives you the flexibility to choose whether you want to see completed activities or not.
For more information on Calendar View, please check out our detailed support article.
You may also enjoy these
It’s 2023, and Salesmate team is so excited! But before that, we should pause, look back, and evaluate...6 Min read
This May, Salesmate is bringing Formula Fields, that’ll help you create custom formulas and use them for various...4 Min read
With more than 95% open rate, SMS is still one of the trusted channels to deliver crucial messages for...2 Min read