1. Help Sales Reps Customize Their Calendars :- Sales agents can utilize object calendars to view stages associated with specific records, such as opportunities and tasks.
2. Create Custom Event List Views :- Representatives can customize their object calendars by creating custom objects and list views on which their object calendar is based. List view allows you to see more events in one view to help you plan your days or view past events. Additionally, they can create custom event view list views based on contacts, leads, and other data points.
There are a few predefined list views that are useful for sales reps and don’t require any changes:-
- My Recent Events
- My Team’s Recent Events
- My Team’s Upcoming Events
- My Upcoming Events
- New This Week
- Recently Viewed
- Today’s Agenda
Sales reps can customize which fields appear in (most of) these list views or use them as a starting point for customizing list views that focus on the data that matters most to them.
3. Customize And Combine Calendar Views :– Sales reps can add resource calendars, public calendars, user lists, and more to determine what they see on their calendars. They can also use the availability view with user lists to identify the right time to schedule among team members. To make viewing schedules faster and easier, user list calendars can be combined with availability views.