Yes. With the CRM add-on you see a rep’s visits in a week or month calendar, color-coded by status, and the team’s activities in their own calendar. On the web you tap an empty slot and schedule a new visit or activity right there.
- Where it works
- On the web and in the app
- What you need
- With the CRM add-on
Other ways to ask
- Can I see a rep’s weekly schedule?
- Can I schedule from the calendar?
Related topics
- Sales rep routes
- Customer visits and follow-up
- Team activities and tasks
- Sales goals per rep
- See everything by rep
- Reorder: what to restock and who to offer it to
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