My Schedules

The My Schedules feature in the Overview dashboard is a calendar that shows the logs and events you create.

To see your Today’s Schedules you need to go to WP Admin Dashboard → WP ERP → CRM → Overview.

You can view all these month-wise, week-wise, and also day-wise.

Below is the month view of your calendar.

Each schedule is clickable. You can view all the details about a log or event right from the overview dashboard without having to navigate to any other tabs.

You can view logs (e.g. calls, meetings) that were created by you and assigned to other agents.

And you can also view logs created by you and assigned to yourself.

You can also view events (e.g. meetings and calls) that you create and assign to yourself.

You can also view events that you create and assign to other agents.

The contact can be both an individual and a company.