Common Data > Monthly Planner
Monthly Planners
Posted by i3Teamworks Admin on 5 Mar 2018

Monthly planners are a convenient option for those who don't need to make daily entries. They allow you to easily keep track of long-term goals.

Using i3TeamWorks, you can set your plan to achieve your personal goal according to focus area that has been set by your superior. The plan can be linked to Task, Sales Pipeline, Visitations, Telemarketing Calls, New Customer and many other..