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 an accurate client scheduling.
Read more about Booking resources.
Read more about Booking resources.
Calendar view settings
Calendar view has several important settings:
- Choose a time period to be shown - Day, Week or Month.
- Choose a sorting type to be used.
You can sort leads by date they were Created on. You can sort deals by date they were Created on or Completed on. Also, you can use any Date/Time or Book a Resource custom fields.
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.
Just click on a date to add a new lead or deal.