Video Transcript:

Hello everyone, in this video, I'm going to talk about the Mojo Calendar section. The Calendar section is where all of your activities, such as follow-up calls, tasks, appointments, printing out letters and labels, birthdays, and even home close date reminders, will show up. It's a very powerful tool that keeps you organized.

As you can see here on the calendar, it shows all of my activities: appointments, tasks, follow-up calls, letters, labels, birthdays, home close dates, and I can even track my completed activities.

I have the ability to look at just today, the past, or the future. These controls up here allow me to choose how I want to view my calendar. Right now, I'm in a list view, but if I clicked on that, it would show me more of a calendar view.

All of my activities are displayed in the bottom section. You can choose to complete them or delete them by clicking the three dots on the far right. You can also quickly go to a different calendar date.

We also have some mass actions you can perform. For example, you can select just your follow-up calls, mark them complete, assign them to a different person, print them, do a mass reschedule, or even export them.

If you have follow-up calls that don’t have a specific time associated with them, you can easily dial them just by clicking the "Dial Follow-Up Calls" button. When you click that, it takes you to the Calendar Call Wizard, which allows you to start a dial session. You can do a power dial session or a click-to-call session on those follow-up calls.

We can see all the different tasks broken down. Whether it was just a follow-up call or an appointment, it’s also where action plan activities will show up. Action plans are predefined sales pipeline processes, allowing you to assign someone to an action plan. It will automatically schedule follow-up calls or printing of mailing letters or labels. It's definitely a powerful tool and keeps you very organized right here in the calendar.

We give you the ability to search for your contacts in here, and you can choose a specific date range if you're looking for them. This is again where you'll be able to see any follow-up call, task, or appointment that you have scheduled.

If I open up one of the contacts, you’ll see the regular contact screen. To schedule an appointment, task, or follow-up call, simply click on one of the options at the top. If you have action plans, you'll be able to assign someone to the action plan. It will show you if they're already in an action plan, and again, it will schedule those activities on the calendar.

This was just a quick video about how you can use the Mojo Calendar. Again, we have live training sessions twice a day at 11:00 a.m. and 3:00 p.m. Eastern, Monday through Friday. Our support team is always standing by to help you out.

Thank you so much, and I hope you make it a great day!