Key Elements of Pursuits Calendar View
Overview
This article introduces the Pursuits calendar view, which provides:
- A built-in calendar for tracking leads of interest and their deadlines.
- Year, month and date range navigation for effective pursuit management.
- Multiple view options (Month, Week, Day) for flexible planning.
- An Active Pursuits Panel for a clear view of marked leads.
- Export to Calendar functionality for offline tracking.
The Pursuits calendar view can be accessed by clicking the Pursuits option in the hamburger menu.
Figure 1: Accessing Pursuits calendar iew
Key Elements of Pursuits Calendar View
The Pursuits calendar view features the following key elements:
Figure 2: Pursuits calendar view
|
No. |
Field |
Description |
|---|---|---|
|
1. |
Active Pursuits panel |
Provides a quick view of all leads of interest. Users can:
|
|
2. |
Calendar navigation |
Allows users to perform year, month, and date range navigation on the calendar for reviewing past and upcoming pursuits. |
|
3. |
Views |
Provides multiple viewing options such as Day, Week, and Month to support flexible tracking of pursuits. |
|
4. |
Calendar events |
Pursuits are marked on the calendar as events. Pursuits can also be deleted by clicking on the x icon on top of the calendar event. |
|
5. |
Export to Calendar button |
Allows users to export the pursuit data for offline tracking to various platforms such as Google Calendar, Microsoft 365, etc. |
FAQs
Can I customize my calendar view?
Yes, users can switch between Month, Week, and Day views.
How is the Pursuits Calendar updated?
The calendar is updated automatically based on new leads added through the Pursue Lead button in the Leads View.
Can I export my calendar data?
Yes, the Export to Calendar button allows users to export pursuit schedules to external calendar applications like Google Calendar or Outlook.
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