Calendar Management

To Access the managment calendar options: 1. click on the light blue “Welcome” box in the top right corner of your screen. 2. when the drop down menu opens, click on calendar settings

The manager will have (3) calendar tabs to add or adjust settings: Campaign Type, Custom Objections and Activity Types. Below is a description of what can be accomplished from each tab.

Campaign Types:

Here you can add a new Campaign to the list by clicking the green “New” button

Make sure that you hit the green “Save” button at the bottom right of the screen to save any new campaign that you have added

We recommend that you do NOT delete past campaigns so you can look back at the history of certain campaigns

Customer Objections:

Here you can add to the default objections that are already in the system

You can add a new Objection to the list by clicking the green “New” button

Make sure that you hit the green “Save” button at the bottom right of the screen to save any new campaign that you have added

Activity Types:

We highly recommend you call us before changing these.

Here you can add different activities options that the reps can use in their calendar

You can add a new Activity to the list by clicking the green “New” button

Name the activity and assign it points (these will affect the leaderboard)

Make sure that you hit the green “Save” button at the bottom right of the screen to save any new campaign that you have added