It would be useful to have a calendar view for each individual Sales Rep’s Sales Visits. This would allow the Sales Rep and Sales Assistant to plan and organise monthly visits more efficiently.
-
View Sales Visits in a drag-and-drop calendar format (e.g., by day/week/month).
-
Ability to organise visits by dragging in area blocks (e.g., by customer list name or geographic area)
-
Both the Sales Rep and the Sales Assistant should then be able to add / edit / schedule specific customer visits within those area blocks.
-
Calendar should allow quick visibility of daily plans and avoid overbooking.
This feature would streamline the planning process, improve visibility of upcoming visits, and allow for more strategic territory management by aligning customers geographically and logistically.