Filter Lead Calendar by Sales Rep

OBJECTIVE

To filter your Lead Calendar by Sales Rep in ConstructionOnline

BACKGROUND

There are many steps that go into securing a lead and turning that lead into a client. Being able to manage your lead events separate from other company events allows those individuals dedicated to sales the ability to focus on exactly what is most important – closing deals and building your company’s success.

THINGS TO CONSIDER

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

STEPS TO FILTER YOUR LEAD CALENDAR BY SALES REP

1. Navigate to Lead Tracking via the Left Sidebar
   
2. Select the Lead Calendar category
   
3. Select the desired Sales Rep from the Filter By dropdown menu in the top left 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.