Use Calendar view for leads and deals to evaluate your workload on a certain day.
Calendar view is especially useful for selling services. You can always check resources or employees' availability on a certain date to do accurate client scheduling.
Calendar view settings
Calendar view has several important settings:
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Choose a time period to be shown - Day, Week or Month.
Choose a sorting type to be used:
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You can sort leads by the date they were Created on.
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You can sort deals by the date they were Created or Completed on.
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You can use any Date/Time or Book a Resource custom field.
Calendar view usage example
Calendar view is very helpful when you want to see how many deals were completed on a certain date and analyze this information. For example, it's easy to see how many deals were completed when you did a promotion.
