xRM Third Party Relationship Manager

by The Steward

The calendar is an integral part of the xCRM Dashboard. It is designed to provide you with a detailed view on several TRM (Third Party Relationship Management) key events such as any lead follow-ups that are scheduled for today, maintenance site visits for the week for a specific region or coordination meetings for an upcoming project.

Calendar offers versatile display options such as viewing events by resource (i.e. employee, sales rep, department, etc.), by period (daily, work week, calendar week, monthly or timeline), and/or certain time scales (i.e. working hours, 15 minute or 60 minute intervals).  In addition, user can group by date and resource with color coding for easy identification of key indicators (such as region or importance of event).

The StewardxRM Third Party Relationship Manager