This page will
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guide you through setting up sales representative calendars. Once a calendar is created, leads and customers can be allocated to the Sales Rep. However, note that creating a calendar does not allow a person to log into BUZ. You must create a User and link them to a calendar to provide access.
How to
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Set Up a Sales Rep Calendar
Navigate to Sales Settings:
Go to Settings → Sales Settings → Click + New Rep.. to add a new Sales Rep or click on the Reps Rep's name to edit . This is the entry for their existing calendar entry.
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Enter Details for Each Rep:
Personal
details (Details: Name, Phone, Mobile, Email
)Code
(abbreviation of reps name)The Sequence Number for: A unique code (6-8 characters, no spaces or special characters)
Sequence Number: For ordering the sales reps in a list
Branch
if: If the rep is locked to a particular branch
Monday > Sunday.
Set Weekly Availability:
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For each day of the week (Monday to Sunday), enter the desired number of leads and
a comment if neededany comments, such as "Morning appointments only."
This is the standard work habit for this rep variations can be made in 3 ways:
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Work Habits and Exceptions
The standard work habits for a sales rep can be modified in three ways:
Private Appointment: Entered through Leads.
Individual Sales Rep Exception: Specific exceptions for a rep.
ALL Exception: Use the Sales Rep "ALL"
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for public holidays and
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meetings to avoid entering it for each rep individually.
Linking the Sales Rep
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Calendar to the Sales Rep User
Ensure the Sales Rep user is linked to the their calendar when inviting the new sales rep them to BUZ.Settings → Users →
Go to
Settings → Users → Invite Usersor click on the existing sales user.
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More help can be found here on BUZ users.
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Sharing a Calendar to a Device
Once a sales rep calendar is created, it can be shared with another calendar app through two methods:
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iCal:
Simple to add but provides limited data and does not refresh often.
Outlook refreshes every 15 minutes.
Google refreshes every 24 hours.
Office 365 refreshes every 24 hours.
Details visible in the iCal appointment include Lead Status, Client Name, address, and notes fields.
Google Calendar Integration:
The Google Calendar API and OAuth setup is more complicated but allows instant sync of all appointments to Google.
It integrates with Google Calendar, allowing changes in Google to reflect in BUZ and vice versa.
Updates in real-time across platforms, enabling scheduling teams to see changes immediately.
For more detailed instructions on integrating BUZ with Google Calendar, visit BUZ to Google Calendar.