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.
In this tutorial, we will cover the following topics:
Access Level needed to set up your Workweek
This feature is only available for Administrator users. If you would like to learn about your current workweek configuration, please contact your team's administrator for further information.
Navigate to Company Settings
Open the menu and scroll down until you find Company Settings and there click on it to display the available options. Alternatively, you can use the search feature and start typing 'company' to get there faster.
Set up Workweek
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.