Setting up your workweek in FreeAgent CRM is fast and simple, but it will make your CRMing a lot smarter.
Once you have established a working week calendar, it will help you control your automations, meaning your followups for your customer-facing teams. This means that follow up calls or emails won't be assigned to your sales representatives on a Sunday if it is a no-work day, to ensure that nothing gets overlooked.
This tutorial will cover how to set up your workweek.
Set up Workweek
To get started, click on your portrait and then click on 'Settings' (1). On the left-hand side menu, click on 'My Company' (2) to display the available options. There click on 'Company Profile' (3).
There you will notice the Working Calendar section, where you can choose the day of the week when your workweek begins and when it ends. Once you do the Working Calendar will be automatically saved.
Excellent! Now that you have configured your Working Calendar all your automations will take these days into consideration so that all your follow-ups are scheduled during your business days.