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.
Edition Qualifier: This feature is available in all FreeAgent CRM editions.
User Permissions: Only the Administrator can use this feature.
In this tutorial, we will cover the following topics:
- Access Level needed to Update your Company Profile
- Navigate to Company Profile
- Set Up your Working Days
Navigate to Company Settings
Open the menu and go to 'Settings' to display the available options, then click 'Company Settings' for even more options. Then click 'Company Profile'. You can also use the search function to get there faster, just start typing 'Company Profile'.
Set up Working Calendar
Here 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 are done, click the 'Save' button.
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.