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

Sales Person can view their Planned Activity in a Calendar mode. For Manager they have option to view

  • By All Staff
  • By Specific Staff

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.