Sales Culture > Inside Sales
Assign New Activity
Posted by i3Teamworks Admin on 5 Mar 2018 3:05pm

Inside Sales user shall assign the Activity (Visitation) to the other Sales Person (SP) according to available slot. System will prompt the scheduled activity under selected Sales Person to avoid overlapping of activity schedule.

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

2. Tap on Customer

3. Click on "+" icon to add Visitation

        

4. To check Activity Calendar of a Sales Person, click on  . Select the Date & Time and Save the record