Calendar Basic View

Modified on Tue, Sep 27, 2022 at 10:35 AM

Using the calendar is an important part of the CLEO Lead Management System


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1



Date Selector



Automatically opens to the current date.  You can select any date you want to see.



2



Select Calendar



From the list select the calendar or calendars you want to see on the screen.



3



Select Calendar Item Type



Select the type of calendar to view on the screen. Options: Note, Task, Estimate, Estimate Availability and ToDo



4



Calendar and Grid



Use this to determine if you see 1) The calendar and grid, 2) Only the Calendar or 3) Only the Grid



5



All Territories



Use this to select which site you show on the calendar, or you can select all



6



Apply



Click this button once you have selected the calendar, type, grid, and territories to update the calendar



7



Completed



Click this to only see estimates you have marked completed



8



Single Day



Click this to show only the date in the box number 1, click again to go back to the full week



9



Cleans Only



Click this to show cleans only on the calendar, click again to go back to the full calendar



10



Print



Allows you to print this calendar as you see it on the screen



11



Week # and # Estimates



This shows the Molly Maid week number, and the number of estimates booked on the calendar for that week.


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