Calendar
The Sales Calendar is your central hub for scheduling and viewing all time-sensitive sales activities.
Features
Section titled “Features”- Activity Overview: See all your demos, meetings, and follow-ups in one view.
- Syncing: Keep your external calendar in sync with JPCRM.
- Reminders: Set alerts for upcoming tasks so you never miss a lead.
Scheduling a Meeting
Section titled “Scheduling a Meeting”- Go to the Sales Calendar.
- Click on a time slot or use the New Event button.
- Assign the event to a specific contact or business for easy tracking.