Calender

Calender

Planning and scheduling is important when it comes to business events. A well conceived plan goes a long way in bringing positive results whereas, properly scheduled events can complement your planning. Businesses attend events for various reasons and also hold events of different types - In-house seminars, networking events to engage with customers, dinner or lunch meetings, charity functions and fund raisers, webinars and trainings for customers, board meetings and monthly team meetings, product launch parties to create a buzz, press conferences, trade shows, etc.

Having to keep track of all these in a note pad is definitely not a solution. Calendars are the right choice that shows you the list of events by day, week and month. Marking your events and calls in a calendar, helps you track the upcoming events and calls that are scheduled. Most importantly, it gives you an idea of what is lined up for the day and how your week is going to be. 

While working with CRM where all your customers' details are available, you can make use of the built-in calendar for planning events and scheduling calls. 

  • Plan well in advance and invite customers. 
  • Create recurring events that would take care of automatically scheduling weekly or monthly meetings. 
  • Set up personal preferences for reminders, working hours, holidays, etc.
  • View calendars of other users based on the organizational hierarchy.
  • Import events from another calendar and also export events from CRM's calendar.
  • Accept event invitations from other users.
  • Make calls directly from the calendar.
  • Get a clear picture of the day's, week's and month's events and calls.