LeadDriver | Calendar Overview

In every effective Lead Management System, a Calendar is indispensable. It's the hub where users can effortlessly view and manage their day, week, or month. With a clear overview of appointments, users can strategically plan and schedule their work around these engagements. Notably, as a sales manager, you have the added advantage of accessing both your calendar and your team's calendar, providing a comprehensive view for enhanced coordination and management.

Views

There are 3 views for your calendar. Day, Week, Month. In each view you will be able to see your appointments for the day/week/month. If you're handling multiple departments, you'll see them all in your view. Plus, you have handy filters to specifically choose the type of appointment you're looking for.

For sales managers, there's a handy 'show team' button that unlocks another filter – team members. This feature allows you to effortlessly view your entire team's calendar. Plus, you can filter it further by selecting a specific team member to see their schedule for the day/week/month. It's a powerful tool to keep everything in sync and ensure smooth coordination within the team.

Day View

Week View

Month View