Sales Aide

Sales Aide

Sales App

JS

John Smith

Sales Representative

Total Events
24

This Month

Confirmed Events
13

Ready to Go

Pending Events
11

Need Confirmation

Team Events
7

Multi-Person

January 2024

Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
New Year Planning Meeting
3
Client Consultation - ABC Corp
4
Follow-up Call - Smith Residence
5
Site Inspection - Downtown Project
6
7
8
Team Training Session
9
Property Visit - Suburban Home
10
Client Meeting - Tech Solutions Inc
11
Weekly Sales Review
12
Emergency Repair Call
13
14
15
Client Meeting - Sarah Johnson
Follow-up Call - Mike Wilson
16
Site Visit - Lisa Chen
Lunch Meeting - Potential Client
17
Team Meeting
18
Property Inspection - David Rodriguez
19
Video Conference - Remote Client
20
21
22
Monthly Review Meeting
23
New Client Onboarding
24
Quality Control Inspection
25
Training Workshop
26
27
Weekend Emergency Coverage
28
29
Supplier Meeting
30
Customer Follow-up
31
End of Month Reporting
Select a date to view events

Click on a date to view events

Team Members
JS

John Smith

Sales Rep

online
SD

Sarah Davis

Manager

busy
MW

Mike Wilson

Sales Rep

online
LC

Lisa Chen

Coordinator

offline
DR

David Rodriguez

Sales Rep

online

Create New Event

Schedule a new appointment or meeting

Event Details

Location

Primary Contact

Invite Team Members

Select team members to invite to this event

JS
John Smith
Sales Rep
online
SD
Sarah Davis
Manager
busy
MW
Mike Wilson
Sales Rep
online
LC
Lisa Chen
Coordinator
offline
DR
David Rodriguez
Sales Rep
online

Additional Contacts

Select additional contacts to invite

SJ
Sarah Johnson
ABC Corp
MW
Mike Wilson
XYZ Inc
LC
Lisa Chen
Tech Solutions
DR
David Rodriguez
Innovation Labs
RJ
Robert Johnson
ABC Corp
JB
Jennifer Brown
Suburban Homes
MC
Michael Chen
Tech Solutions Inc