What are the events ?
Events are calendar events scheduled for a specific day and time.
Example :- Meetings, Appointments etc..
Events Management System in Vembu SalesDesk
In Vembu SalesDesk, events feature a powerful tool for keeping on top of customer relationships and closing deals. You can relate events to opportunities, leads, accounts, and contacts. Track them on those records, in your calendar, and in reports.
In order to run a business environment successfully, it is necessary to manage events effectively. In Vembu Sales Desk, events are used to manage Sales related activities like Leads, Accounts and Opportunities management. It has many features like Personal Calendar, Sharing Calendar with all the employees in the company and with particular members with respect to events.
Features in Vembu SalesDesk offers to your business:
Filtering Events
- All events will show the default view of events fetched in the calendar
- All My Events will fetch all events assigned to the current user from all the calendars.
Calender:
Team collaboration is facilitated by events such as meetings, discussions etc… These events are usually maintained in a calendar and shared with concerned parties.
Following are the calendar options
Creating a Calendar
- Click the + sign to create a new calendar
Editing Calendar
- Click the pencil sign to edit the calendar name
Delete Calendar
- Click the trash sign to delete the calendar and all its events
Share calendar
Grant others access to view or edit your calendar in Vembu salesDesk , or view a calendar that a co worker shares with you.
Following are the steps to share the calendars :
- Click the Share sign to share the calendar
- Select members with whom you would like to share the calendar with view or edit permission given.
- Or Select All to share the calendar with every members in the company with view or edit permission
- With View permission the users with whom the calendar is shared can only view the events in that calendar.
- With View permission the users with whom the calendar is shared can edit, delete and modify the events in that calendar.
- It supports adding multiple events on same timestamp without any collision
Please click here to learn more about Vembu CRM Suite and click here to refer the pricing of the same.
Got questions? Email us at: vembu-support@vembu.com for answers.
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