Planner
Know exactly what needs to be done today
Plan meetings, calls, follow-ups and tasks in one calendar. Keep client work, lead activity and internal tasks together.
Use the calendar your way
Switch between month, week, day and agenda views. Move an item to a new time using drag and drop, or use the mini calendar to jump to another date.
Link every activity to the right record
Connect a meeting, call or follow-up to a customer, lead or loan case. Keep the purpose, location, video link, notes and person responsible in the same entry.
Record the outcome
Mark an entry as completed, missed or cancelled and write what happened. Past entries without an outcome are clearly flagged so history does not remain incomplete.
Keep regular contact with families
AgentDesk identifies households that have not had a meeting within your chosen review period. See the last meeting and schedule the next review directly from the due list.
View the team calendar
Managers can filter the Planner by assignee to balance work, check availability and cover absences.
Optional calendar connection
Each user can copy AgentDesk Planner entries into a separate AgentDesk calendar in their own Google account. This is a one-way connection and does not give AgentDesk access to the person’s other calendars.
Related pages
Turn every promise into a scheduled action
Keep meetings, calls and follow-ups visible to the people responsible.
