- Log in to Shockey Monkey portal by entering your email address and password.
- Click on Schedule on the Main left hand navigation panel.
- Review your custom main Schedule page to plan your day, week, or month. You’ll see all Tasks, Tickets, sales activities, follow up items, and everything that is scheduled in Shockey Monkey plotted onto your Day Week or Month.
- Click and hold a scheduled item and drag and drop it to a new date/time to automatically reschedule the item.
- Click an item to see a Quick View of the ticket or task from calendar page which will include a quick link back to the full item.
|