How do I see where my team is this week?

The schedule shows who is going where this week, so you can plan coverage and avoid two people driving to the same farm.

On the web

1. Open Settings, then Members.
2. Select the Schedule tab.
3. This week shows a row for each person and a column for each day, with their visits and scheduled visits.

The page header shows how many people are on site this week.

Add to the schedule

1. Choose Schedule a visit from the create menu or the Calendar page.
2. Fill in Place, Title, Date, Time zone, Start time and End time.
3. Add the Contact, Account and team Attendees if they apply, and any Notes.
4. Tick Send invite to contact if your contact should get a calendar invite.
5. Save it. The visit appears on the schedule and the calendar, and on the phone’s Next stop card on the day.

Good to know

• The schedule covers the current week.
• Team attendees on a scheduled visit get a calendar invite based on their notification settings.
• For more detail on each person’s work, use Insights.