Tasks, events and calendar

Events

Events are records of activities connected to Accounts we wish to keep record of. There can be meetings or calls. We as a a rule enter them directly „on Accounts“, because we plan or record them when Contacting a customer or when we are thinking about sales opportunity.

There are also common overviews of events and tasks, which enable reviewing of all meetings, calls and mostly tasks.

Tasks

Tasks can also be used to delegate tasks to co-workers or as a general tool to manage duties and reviewing the performed work. In this way the managers have collective overviews of performed work, while individuals have lists of tasks to do.

Calendar

Calendar is an additional useful view of the planned events. The events are presented by time and allow us to see, what we have planned for each day.

The salesman would open a planned event in the calendar, make a call or have a meeting, write down the conclusions and plan the next activity (the next event or task).