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Calendar view in Salesmate to ensure you don’t miss a vital task again

Calendar view in Salesmate to ensure you don’t miss a vital task again

2 Min read

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

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

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

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

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.

An avid writer who likes to explore new fields and research about interesting subjects. She is a versatile content developer who plays with words to express her thoughts. Calm, carefree and creative are the words that describes her the best.

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