Currently there is no planner/ calendar for the sales team. If we enter a new lead, setting an appointment with the client and scheduling the time and date in a daily/ weekly planner similar to the Production Schedule would be great. From what I can see we'll need to use a separate calendar i.e. Google or MS Outlook for this. It would need to be a separate calendar so as to not clutter up the production schedule.
Currently there is no planner/ calendar for the sales team.
If we enter a new lead, setting an appointment with the client and scheduling the time and date in a daily/ weekly planner similar to the Production Schedule would be great.
From what I can see we'll need to use a separate calendar i.e. Google or MS Outlook for this. It would need to be a separate calendar so as to not clutter up the production schedule.
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