You can view, at a glance, what actions you, fellow reps, or groups/teams have due in the immediate future. Sales forecast viability at its finest!
What’s even better, Schedule Actions is an available Permission set within SalesLoft, so admins can limit this visibility to admins-only or offer it to the entire team. When your team has this kind of visibility, each rep can plan their week to make sure they have enough time to complete their activities on any given day.
Reach out to your CSM if you don’t see the button.
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