Plan the day you'll actually have: inside TRET's calendar

Most CRMs give a salesperson a list of follow-ups sorted by due time. Real estate sales does not work like a list. A site visit takes an hour, the drive from Thane to Kharghar takes forty minutes, and the family you are showing a 3BHK to will arrive late. The day needs a plan, not a queue.

Why doesn't a follow-up list work for real estate sales?

A salesperson's day is calls, WhatsApps, site visits, travel between projects and chasing instalments. In most offices those live in different places: follow-ups in one app, visits in a notebook, payment dues in an accounts sheet, and travel in someone's head. A list sorted by time cannot tell you that the call at four clashes with a visit that started at half past three, or that you cannot reach the next site in time.

So the list says the day is fine, and the day says otherwise. Follow-ups slip, a buyer waits at the gate, and the evening is spent apologising.

What goes on the TRET calendar?

The calendar is the daily view of TRET's follow-up system, where every lead has an owner, a stage and a next action. It pulls together everything with a time on it:

• Follow-ups: calls, WhatsApps, meetings and emails, each with a sensible default length (15 minutes for a call, 45 for a meeting).
• Site visits, with the project, the unit and any pickup address.
• Personal blocks you add yourself, such as travel, lunch or a team meeting.
• Instalments falling due on the bookings you closed, shown as all-day items.

Overdue follow-ups are pinned to today so they cannot quietly slip off the edge of the screen.

How do you rearrange the day when plans change?

Drag an item to move it, or pull its edge to make it longer. Moving a follow-up reschedules it on the lead's timeline too, and moving a site visit updates the visit, so the lead page, the visits board and the calendar never disagree. When a visit moves to another day, its reminder moves with it.

How does TRET catch clashes and travel time?

TRET checks the plan as you go. If two things overlap, it tells you. If two site visits at different projects are less than 30 minutes apart, it tells you that too, because nobody gets from one site office to another that fast.

The warning is there to start a conversation, not to block you. Move one visit, add a travel block between them, or ask a colleague who is already at that site to take it.

How do the morning plan and reminders work?

At 8:30 every morning TRET sends a plan of the day: what is due, what is overdue and what is first. Before each item you get a reminder, as early as you like: 5, 10, 15, 30 or 60 minutes. Reminders go to the app, the browser or email, whichever each person has chosen, and push notifications reach both the Android app and the browser.

How do you plan a salesperson's day in TRET?

1. 1Start with the morning plan. Read what is due, what is overdue and what comes first. Clear the overdue follow-ups early, while the phone is still quiet.
2. 2Place the site visits first. They take the longest and involve a family's time as well as yours. Schedule each one from the lead with the project, unit and any pickup address, and it lands on the host's calendar with a reminder.
3. 3Add travel and breaks as personal blocks. Put the drive between projects and lunch on the calendar, so it shows the day you will actually have rather than the one you hope for.
4. 4Fit calls and WhatsApps into the gaps. Calls default to 15 minutes and meetings to 45. Drag them into the open slots, and pull an edge where a conversation needs longer.
5. 5Choose how early you want reminding. Pick 5, 10, 15, 30 or 60 minutes, and the channels that suit you, so the nudge arrives when you can still act on it.
6. 6Look at tomorrow before you leave. Confirm tomorrow's visits the evening before, and move anything that will not fit while there is still time to tell the buyer.

Visits get their own steps after the calendar: confirm, check in, record the outcome. There is more on that in site visits that turn into bookings.

How can sales heads use the calendar to balance the team?

Sales heads and team leads can open any teammate's calendar, see how loaded their day is, and move things around with them. It is the fastest way to spot the executive with six site visits on Saturday and nothing on Monday.

It also helps on busy weekends. If two visits at different sites are too close together, a sales head can see it on the calendar and rearrange the day with the salesperson before anyone is left waiting at the gate.

Where do payment dues fit into a salesperson's day?

Instalments falling due on the bookings a salesperson closed appear on their calendar as all-day items. TRET also emails the buyer a demand note for instalments due in the next seven days that nobody has asked for yet, so the calendar entry is a reminder to check in, not to chase from scratch. The same person who sold the flat can see the buyer through to the keys. Read more about payment schedules and demand notes after the booking.

Where do you find the calendar in TRET?

Calendar is in the main menu on the web and has its own tab in the Android app. It is included in every plan, including the 7-day free trial.

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