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When CRM users create events, add contacts, or add clients, all the data is stored and displayed within the calendar. When the user rolls over the particular day, multiple icons reflect the specific activity or event of the day. This minimizes the number of clicks and pages loads needed to view the information of that day. Minimal clicks means a more productive sales force. All of this information appears in the calendar and provides a quick view of events scheduled for that day. Leads and Clients that enter the system are also on display for quick access to critical information to eliminate multiple clicks.
MYevents - Much like the Contacts and Client sections, the events area works in a very similar fashion. Events, however, can have a time span that appears in the calendar. This allows users to plan ahead in scheduling meetings, callbacks, and activities. Using the date range ("To" and "From") users can assign the event to last multiple days ("Time Span"). Depending on the type of Event created, the calendar will reflect the difference between a meeting and a call back. Check with the legend icon next to the "?" to locate the specific meaning of all types of icons used in the application.
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