How to Plan Your Week in SalesGoals.com Online CRM

To start planning your week in Salesgoals, click on the Planning tab. Once you’ve added your contacts, you will see them under the contacts bar on the left side of the screen. To add an appointment with one of your contacts, simply click on the contact and drag it to the day of the week you will be meeting with them. Once you add them to the correct meeting day the new appointment box will pop up.

Most of the information will be filled in for you, such as title and event date. Select what form of action (call, visit, email or presentation) this meeting is, add a description if you’d like, and set the meeting address. Click on the circle next to meeting address and start adding the address. You don’t have to add the complete address; just type in the street address and city and the rest will be automatically filled in for you. Then click save, and you’re done! Your appointment is set.

Now you’ll see your meeting location pop up in the map. If you click on your meeting, a pop up box will show you the details of your meeting. Notice that it’s the same color as the day of the week you set the meeting for. So, if you plan a meeting on Friday your pin in going to be purple, if it’s on Wednesday it will be green, etc.  This way you can see where you’ll be on what days and plan your meetings accordingly, so you’ll spend less time driving around and more time with your clients.

To remove an appointment from your calendar, just click and drag it back to your contacts list. A pop-up message will appear like the one above. Click “Ok” to delete, or “Cancel” to keep it where it is.

Once you plan out all your meetings for the week, your map might get a little crowded. To view individual days at a time, simply click the colored box in the calendar of each weekday you don’t want to view in the map so it turns white. Then you’ll be able to see only the days you want to view in the maps. Once you’ve planned your week, it’s time to start working through your day. Don’t forget, your meetings and their locations in the map will all be synced with the iPhone app so you can find your way when you’re on the go!

Tags: How to, planning, Salesgoals.com

This entry was posted on Saturday, February 4th, 2012 at 2:00 pm by SGWPAdmin1 and is filed under How to Use Salesgoals. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.