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