How do I View Employee Events?

Updated on May 11, 2017 08:47PM by Admin

If you are heading a team, its natural that you would want to view the events in your team members calendar. Apptivo Leads App allows those people with super-user status as well as the Manager to view the calendar of the employees.
However, there is a differences.

  • Super-user - If you are a super-user, then you can view the events of all employees who are currently using an account same as yours.
  • Manager - The manager can view the events of only his team members he manages.
Business events

When it comes to business events, planning and scheduling are the two important factors. A fool proof plan goes a long way in heralding positive outcomes while properly scheduled events complement the plans. Business include

  • In-house seminars
  • Networking events
  • Dinner or lunch meetings
  • Fund raisers
  • Webinars
  • Trainings
  • Product Launch parties
  • Monthly team meetings
  • Board Meetings 
To keep track of these events, notepad or excel sheet is not a solution. Calendars are the only right choice that will help you list the events of the day, week and month.

Importance of having a calendar integrated in Leads App

Apptivo built-in calendar helps to

  • Plan well in advance and invite customers.
  • Create recurring events to automatically schedule weekly and monthly meetings.
  • Set up personal and official preferences for reminders
  • Based on the organizational hierarchy, you can view calendars of the users and team members.
  • Allows the user to schedule the events . Calendar also allows the user to filter views allowing you to see only what you need to see.
  • Helps to avoid scheduling meetings or follow-up at the same time on a given day.
Let's go through the steps to view the events of other users.

Steps to View Employees Events
  1. Log in to your account.
  2. Select “Calendar” from left navigation panel of the home dashboard.
  3. Click on "My Employee's Events" from calendar page.
  4. You can view the specific employee events using "All" drop down list located near "My Employee's events" caption as shown in the image below:
  5. For instance: The above image displays events created for "Jim Brennan".