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Texada Handle Ideas Portal
Status Needs review
Created by Cory Cook
Created on Jan 10, 2025

Consolidated Calendar

A consolidated calendar containing information from modules including, but not limited to:
- Accounts (Next Contact Due Date)
- Sales Calls
- Prospects (Next Contact Date)
- Quotes (Expiration Date)
- Deals (Expected Delivery Date)

How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? Everyone
What problem is your idea trying to solve?

As hinted to above, we're trying to get our salespeople more engaged with Handle and their customer base.

In order to do so, we want to be able to have them see the items they need to action in an easy item-by-item, day-by-day list without having to take additional action in order to create said list.

We believe that by having all these items consolidated into a single calendar that can be synced with outlook we'd get a lot more traction with getting salespeople to input more detail into Handle.

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