Sales Representatives - Calendar

Owned by Daryl Saunders (Unlicensed)
Last updated: Dec 30, 2022 by Alex Morrisson
2 min read

This page will show you how to set up sales representative calendars; once a calendar has been created, leads and customers can be allocated to this Sales rep.

However, this does not provide access for a person to login into BUZ. To provide access, you need to create a User and link them to a calendar.

How to set up a Sales Rep calendar

Settings → Sales Settings → Click + New Rep.. to add or click on the Rep's name to edit. This is the entry for their calendar.

 

For each Rep, enter the following:

  • Personal details (Name, Phone, Mobile, Email)

  • Code (6-8 Characters, no spaces or special characters)

  • The Sequence Number for ordering the sales reps in a list

  • Branch if locked to a particular branch

  • Monday > Sunday. For each day of the week, enter the desired number of leads and comment if needed, such as "Morning appointments only."

This is the standard work habit for this rep variations can be made in 3 ways:

  1. Enter a Private Appointment through Leads

  2. Enter an Individual Sales Rep Exception.

  3. Enter an ALL Exception using the Sales Rep "ALL" This is used for public holidays and meetings rather than having 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.

Settings → Users → Invite Users or click on the existing sales user. More help can be found here on BUZ users.