The To Do Calendar in ScoreCEO
Welcome to the world of organized efficiency with ScoreCEO’s To-Do Calendar! In today’s fast-paced business environment, staying on top of your tasks and appointments is crucial. ScoreCEO’s To-Do Calendar is designed to help you do just that. Let’s dive into how this feature can streamline your workflow.
In this tutorial, Leeana Díaz takes you into the ScoreCEO dashboard and talks about the To Do Calendar, where all appointments set up for your customers appear.
Accessing the To-Do Calendar
First things first, let’s get you to your To-Do Calendar. Start by logging into ScoreCEO at beta.scoreceo.com. Once you’re in, navigate to your dashboard. Here, you’ll find the To-Do Calendar prominently displayed. This intuitive layout allows you to quickly grasp your daily, weekly, and monthly tasks at a glance.
Viewing Scheduled To-Dos
Your To-Do Calendar is a comprehensive overview of your scheduled tasks. Whether set up by you, a colleague, or automatically via a campaign, all your to-dos are here. Hover over any event for a quick summary or click on it for detailed information. And, if you’re looking to see everything on your plate, the ‘View All’ button is your go-to resource.
Creating a To-Do Event
Now, let’s add a new task. Navigate to the leads/consumer widget on the left-hand menu. You can find a specific customer using the search function or choose one from the list. To create a to-do:
Click on the to-do widget in the customer’s overview profile (Option 1) or
Click on the customer’s name and then select the to-do button (Option 2).
Fill in the required details for your task or event and hit save. Voila! Your calendar is now updated.
Automating To-Dos with Campaigns
ScoreCEO’s campaign feature is a powerful tool for automation. For example, if you want a sales rep to call a new lead, you can automate this task. Either edit an existing campaign or start a new one, and then follow these steps:
- Click ‘Add new Step’ in your campaign setup.
- Choose ‘To-Do’ as the step type.
- Set the start day (0 for same day, 1 for the next day).
- Fill in the step title, description, day, time, and frequency.
- Click finish to save your changes.
This automated process ensures that no task is overlooked, and everything gets assigned and scheduled correctly.
The ScoreCEO To-Do Calendar is an invaluable tool for ensuring you never miss a beat in your business operations. By following these steps, you can optimize your time management and increase productivity. Dive in and start organizing your tasks like a pro!
Visual Aids and Additional Tips:
Remember, a picture is worth a thousand words. We recommend accompanying these instructions with clear screenshots or video tutorials. Also, don’t forget to check out our tips on prioritizing tasks and troubleshooting common issues.
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