View Lead Calendar by Month

OBJECTIVE

To view the Lead Calendar by Month in ConstructionOnline.

BACKGROUND

Manage your Lead Events separate from other Company Events, allowing your Sales Reps the ability to focus on what is most important to them– closing deals and building your company’s success.

THINGS TO CONSIDER

• The Lead Calendar in ConstructionOnline shows Lead Events only, but Lead Events can also be seen on the ConstructionOnline Company Calendar. 

STEPS TO VIEW THE LEAD CALENDAR BY MONTH

1. Navigate to Lead Tracking via the Left Sidebar
   
2. Choose the Lead Calendar category
   
3. Select Month at the top right of the Calendar 
   

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about Leads & Lead Tracking can be found in the article FAQ: Lead Tracking. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.