Our calendar feature provides you with a streamlined and clutter-free view of your schedule. Seamlessly switch between different calendars within your CRM, whether it's your personal calendar or your sales team's calendar. It's important to note that these calendars are synced with your Google or Outlook account, allowing you to control and edit them outside of the CRM.
1. Click "Calendars"
2. Click here to change "Calendars"
Easily tailor your calendar view to focus on what matters most to you. With multiple connected calendars, simply click on the blue "My Calendar" drop-down tab and choose the one that suits you best. Whether it's your primary calendar, a specific user calendar, group calendar, or any other calendars created within your CRM, selecting the preferred calendar will instantly populate it on the same page.
3. Click here to change "Date Range"
Stay on top of your upcoming appointments by adjusting the date range on your calendar. Whether you want to view events for the month, week, or even the day, our calendar automatically defaults to the week view. To switch to the month or day view, just click on the blue button labeled "Weekly" and select your desired view.
4. Click here to filter your view
Filtering your calendar view is a breeze. By default, the calendar shows all events. However, if you want to focus on appointments or blocked slots, simply click on the blue button labeled "All" and choose your preferred option.
5. Click here for "Quick Action - Today"
To quickly get an overview of your daily schedule, click on the "Today" button located at the top left of the page. This will highlight the present day and allow you to easily view your current schedule.
6. Click here for "Cycle Date Range"
Effortlessly navigate through your schedule by using the right and left arrows located next to the "Today" button. This feature enables you to view past and future events on your calendar, depending on the direction you choose.
7. Click here for "Tool Tip"
To make the most of your CRM calendar, it's essential to understand the color-coded system. Each color represents different types of events or appointments, providing you with a quick and easy analysis without the need to click into each event for specific details.
Now you can efficiently manage your schedule, stay organized, and make the most of your CRM's calendar feature.