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Daily Calendar- managing executive customer appointments

Patrick Kenny
edited 12/09/19 in Archived 2015 Posts



I am a sales manager and often i have exectutives that come in from out of town to visit customers. 


Currently I create a calendar in Word that shows the executives availability for the days they are in town and peridocally i update the calanaer and email it to my team of sales people so they know the executives availability.


The problem with the method is that mutiple sales people may be setting up appointments at the same time and that leads to conflicts.


I am thinking this can be avoided with smart sheets and the information can be seen realtime on their mobile devices or laptios. 


Is there a template that already exists for something like this? Is it possible that when-ever an update is made it will send out the entire scedule aumatically to the entire team?


Thanks in advance for any suggestions.


Pat Kenny


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