Sales Culture > Activities & Visitation
View Activity Calendar
Posted by i3Teamworks Admin on 31 Jan 2018 8:57pm

A simplified activity planner which shows you the visitation status either "Completed", "Cancelled", "Overdue", "Planned". Each of the Sales Person may view their own calendar while for Managers, they shall sort the planner by their sub-ordinates.

1. From your Main Dashboard, tap on SALES  and click Activities

2. Tap on

  • In each appointment slot, the small "dot" on top left hand corner indicates the Customer Office AREA. Refer to the AREA Setting to make it visible in the calendar.