Sales Success Center Calendar Task View
As you progress in building your business, effective task management becomes crucial. Within the Sales and Success Center, the calendar feature serves as a vital tool for organising and executing tasks associated with your targeted prospects. These tasks may range from initiating contact with a prospect to more specific actions such as sending proposals or establishing billing arrangements for customers.
Utilising the calendar functionality ensures that essential tasks are tracked, scheduled, and completed efficiently, contributing to the overall success of your business endeavours. To see a step-by-step process on how to create a new opportunity, click on the ‘Show me how’ button below:
Benefits and Purpose
The calendar functionality within the Sales and Success Center streamlines task organisation and time management, ensuring efficient follow-up with prospects and customers while tracking progress.
Best Practices
Best practices for tasks in the calendar include regularly reviewing and prioritising tasks, setting realistic deadlines, and allocating sufficient time for each activity. This is essential for maximising productivity and achieving business goals.
Tips for Success:
- Identify and focus on high-priority tasks aligned with business objectives.
- Divide large tasks into smaller, manageable subtasks to enhance clarity, maintain momentum, and facilitate progress tracking.
- Allocate dedicated time slots in your calendar for focused work on tasks, minimising distractions to maximise productivity and efficiency.
How does it work?
To access the calendar view, go to Sales & Success Center > Calendar.
From there, you can:
- Select a monthly, weekly, or daily view.
- View the tasks that are due for a specific day.
- Mark tasks as complete.
Add tasks.
