Our calendar feature offers a clean and efficient view of your schedule, allowing you to effortlessly toggle between various calendars—be it your personal or sales team calendar—within your CRM. Note that these calendars synchronize with your Google or Outlook accounts, permitting external management and edits.
You are now in the 'Calendars' section where you can view and manage all your scheduled events.
Select your preferred calendar view—Day, Week, or Month—to best suit your planning needs.
Opt for 'Day' view to focus on all events scheduled for a specific day.
Change to 'Week' view to get an overview of all appointments and meetings for the week.
Select the 'Month' view to have a broad perspective of your monthly schedule.
Use the fast-prev button to quickly move backward through the month and view past or future events.
Adjust your calendar settings according to your specific preferences for a more customized view.
Take a look at the Group Calendar to see shared events and schedules pertinent to your team or department.
Observe any annotations on your calendar which may include notes or extra information about particular events.
Further explore the details and purposes of annotations to maximize the usefulness of your calendar entries.
