The My Calendar section is your comprehensive appointment and task management hub, designed to ensure you never miss important deadlines or meetings. This powerful feature centralizes all your scheduled activities, providing complete visibility into your daily, weekly, and monthly commitments.
Comprehensive Appointment Management: This section contains all your appointments of every type, ensuring you have a unified view of your schedule. Whether it's client meetings, follow-up calls, property viewings, or internal team discussions, everything is organized in one accessible location.
Client Meeting Coordination: The calendar ensures you complete all work within the timeframes you've committed to with your clients. It helps you maintain professional relationships by keeping track of promised delivery dates, follow-up appointments, and scheduled consultations.
Broker Company Integration: Manage all appointments and commitments with broker companies seamlessly. Track partnership meetings, deal negotiations, commission discussions, and collaborative project timelines all within the same interface.
Internal Task Management: Beyond external appointments, the calendar also manages your internal tasks and duties. This includes administrative work, report deadlines, team meetings, training sessions, and personal development activities.
Smart Filter System: The filter functionality in this section is exceptionally intelligent for managing your team's calendar as a manager. You can monitor and track every team member's schedule, ensuring optimal resource allocation and workload distribution.
Team Oversight Capabilities: As a manager, you can view and manage your entire team's calendar, allowing you to identify scheduling conflicts, balance workloads, assign tasks effectively, and ensure no team member is overwhelmed or underutilized.
Three Main Categories:
• LEADS: All appointments and follow-ups related to potential clients
• TASKS: Internal duties, administrative work, and personal responsibilities
• BROKER: All broker-related meetings, negotiations, and partnership activities
This integrated approach ensures that you maintain complete control over your professional schedule while providing the flexibility to adapt to changing priorities and urgent requirements.
