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This page will show you how to setup sales representative calendars,
How to setup a Sales Rep
Settings → Sales Settings → Click + New Rep.. to add or click on the Reps name to edit. This is the entry for their calendar.
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- Enter a Private Appointment through Leads
- Enter an Individual Sales Rep Exception.
- Enter an ALL Exception using the Sales Rep "ALL" This used for public holidays and meeting rather than have to enter it on each Rep.
Linking the Sales Rep calendar to the Sales Rep
Ensure the Sales Rep user is linked to the calendar when inviting the new sales rep to BUZ.
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