MEJ Sales AI

Today, we’re exploring the calendar tab within the Sales AI, which provides an overview of the month, week, and day. This feature allows users to view events scheduled for the month and add calls, meetings, or tasks to specific days. By clicking on “add call,” users can input details such as the name, status, start and end dates, location, outcome, associated branch, account, leads, and assigned users. Additionally, a description of the meeting and the list of attendees can be included. After entering these details and saving, the event will be added to the calendar, ensuring that all relevant information is captured for future reference. This comprehensive overview demonstrates the functionality of the calendar tab within the Sales AI.

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