Keep your sales schedule clear and organized with MrCAPI's interactive Calendar View.
1. Accessing the Calendar
- Click Calendar in your left navigation panel.
- Switch between Month, Week, and Day views at the top right.
2. Scheduling directly from Calendar
- Click on any empty date/time slot on the grid.
- Select the client lead, assign a sales representative, choose the meeting type, and save.
- The appointment instantly syncs to the lead's detail view and appears in Appointments.
3. Color-Coded Meeting Types
- 🔵 Initial Consultation: Blue
- 🟢 Property Tour / Site Visit: Green
- 🟣 Technical Demo: Purple
- 🟠Proposal Review: Amber
💡 Pro Tip: Filter the calendar by specific sales reps to inspect individual rep bandwidth!