Teams within Teams filtering is available to accounts on our Platform plan.
About the Team Calendar View
Team Calendar filtering gives Team Leaders & ISAs the ability to:
- View the current workload of all team members.
- Understand agent availability for lead assignments, appointments, etc.
- Create and edit calendar appointments for their team members.
Viewing & Management Permissions
Account Admins: Can view and manage calendars for all teams.
Team Leaders & ISAs: Can view and manage each team member’s calendar.
Team Members: Can view and edit their individual calendars.
How to Filter to See Team Calendars
Use the dropdown in the upper-right corner to choose a team calendar view:
Creating Appointments for Team Members
1. Click "Add Appointment" at the top-right:
2. Add event information and invite the team members and clients of your choice:
Editing Appointments for Team Members
1. Click the appointment on the calendar:
2. Click Edit Appointment:
3. Make any needed edits, then click Save: