Viewing Team Calendars

Using team calendars, sales managers can view the calendar of their resources to evaluate their team's bandwidth to work on new leads and opportunities.

Having the functionality to view their team’s calendar on a single page enables sales managers to more easily identify the specific meetings, conference calls, events and appointments that they might want to attend, which have been set up by their team members.

Use the Daily Team Calendar of <Name> page (RB_TSK_CALENDAR) to view the calendars of your team for a single day.

Image: Daily Team Calendar of <Name> page

This example illustrates the fields and controls on the Daily Team Calendar of <Name> page.

Use the Weekly Team Calendar of <Name> page (RB_TSK_CALENDAR) to view the calendars of your team for a single week.

Image: Weekly Team Calendar of <Name> page

This example illustrates the fields and controls on the Weekly Team Calendar of <Name> page.

Use the Monthly Team Calendar of <Name> page (RB_TSK_CALENDAR) to view the calendars of your team for a single month.

Image: Monthly Team Calendar of <Name> page

This example illustrates the fields and controls on the Monthly Team Calendar of <Name> page.

Use the Another's Calendar for <Name> page (RB_TSK_GCAL_SRCH) to search for and view other people's calendars.

Image: Another's Calendar for <Name> page

This example illustrates the fields and controls on the Another's Calendar for <Name> page.

Enter your search criteria in the fields within the Search group box and then click the search button at the bottom of the page. The system displays a list of names and their departments. Click the person's name whose calendar you want to view. The system takes you to that person's Daily Calendar page.