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The purpose of the calendar is to give the representative a visual display of their callbacks and easily retrieve the scheduled leads.

To access the calendar, select the calendar icon in the top right corner.


Upon entering the calendar by default the current month will be displayed along with any or all leads set as a Private Callback on their rightful dates with their scheduled times.

Depending on the type of user privilege viewing the calendar, it will change in appearance.

Adding events to the calendar

All events in the calendar are scheduled by setting a private callback.

Adding leads to the calendar can be found by reviewing Callbacks.

Privilege: Caller Calendar View

Privilege: Manager Calendar View

Privilege: Owner Calendar View

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