Sales Calendar

The Sales Calendar feature is designed to provide users with a visual representation of records on a job-by-job basis, displayed in a chart format. This layout allows for efficient showcasing of a large volume of records, progressing from left to right across the screen.

Users can customize the types of records displayed on the Sales Calendar by utilizing the Filters button. The available record types include:

• Quotes

• General Reminders

• Bookings

• Events

• On Hire

• Returned

• Maintenance

By selecting specific record types through the Filters button, users can tailor the view on the Sales Calendar to focus on relevant information based on their preferences and requirements.

Utilize the Sales Calendar to efficiently manage and track various records related to sales activities, appointments, and maintenance tasks within a visually intuitive interface.