Calendar & Tasks

Overview

The Calendar in Inleads.ai is a powerful feature designed to help you manage your time, tasks, and appointments efficiently. By integrating with your sales and lead management processes, the Calendar ensures that you stay organized and never miss an important meeting or follow-up. Additionally, the task management capabilities allow you to create, schedule, and track tasks related to your leads and customers, ensuring that every step in your sales process is accounted for.

Key Features of the Calendar

1. Month View

   • Description: The Calendar provides a full-month view, displaying all your scheduled tasks and appointments in an easily navigable format.

   • Purpose: Offers a clear overview of your schedule for the entire month, allowing you to plan ahead and manage your time effectively.

   • Interaction: Click on any date to view or add tasks and appointments for that day. You can navigate between months using the arrow buttons at the top right.

2. Task Visibility

   • Description: All tasks scheduled for the selected day are displayed on the Calendar. Hovering over or clicking a task reveals additional details and options.

   • Purpose: Helps you stay on top of your tasks and appointments, ensuring that nothing falls through the cracks.

   • Interaction: Hover over a task to see a quick view of details, such as the task name, time, and associated lead. Click on a task to edit or mark it as done.

3. Task Details

   • Description: Clicking on a task opens a detailed view where you can see the task name, description, associated lead, and scheduled time.

   • Purpose: Provides all the necessary information for completing the task, including links to related leads or contacts.

   • Interaction: You can edit task details, reschedule, or mark the task as complete directly from this view.

4. Add New Task

   • Description: Easily add new tasks to your calendar using the "Add Task" button. This opens a form where you can specify task details, including the name, type, associated lead, and scheduled time.

   • Purpose: Allows you to create and schedule tasks on the fly, ensuring that all your important activities are accounted for.

   • Interaction: Fill in the required fields and click "Create" to add the task to your calendar.

5. Edit Existing Task

   • Description: You can edit any existing task by clicking on it and selecting the "Edit" option. This allows you to change the task name, type, description, lead association, and schedule.

   • Purpose: Provides flexibility to adjust your tasks as needed, helping you adapt to changes in your schedule or priorities.

   • Interaction: Make the necessary changes and click "Update" to save the changes to your task.

6. Mark Task as Done

   • Description: Once a task is completed, you can mark it as done directly from the task detail view. This helps you keep your calendar clean and up-to-date.

   • Purpose: Allows you to keep track of completed tasks and focus on what’s still pending.

   • Interaction: Click the "Mark As Done" button to mark the task as completed.

7. Task Types

   • Description: When creating or editing a task, you can select the task type from a dropdown menu. Task types might include meetings, follow-ups, calls, emails, etc.

   • Purpose: Helps categorize tasks, making it easier to manage and prioritize your activities.

   • Interaction: Select the appropriate task type from the dropdown when creating or editing a task.

Best Practices for Using the Calendar and Task Management

• Regularly Update Your Calendar: Make it a habit to add tasks and appointments as soon as they arise, ensuring that everything is recorded and managed within Inleads.ai.

• Prioritize Your Tasks: Use task types and descriptions to prioritize your daily activities. Focus on high-priority tasks that have the greatest impact on your sales outcomes.

• Review and Adjust: At the end of each week, review your calendar to ensure all tasks are completed. Adjust your schedule for the upcoming week based on your current progress and priorities.

• Use Task Associations: Always associate tasks with the relevant leads or contacts. This helps you maintain context and ensures that all related activities are tracked.

Conclusion

The Calendar and Task Management features in Inleads.ai are essential tools for staying organized and on top of your sales process. By effectively managing your time and tasks, you can ensure that every lead is followed up on and every opportunity is maximized. With these features, you can streamline your daily operations, reduce missed opportunities, and ultimately drive better sales outcomes.