Your CRM calendar allows you to see an overview of each of your planned business activities, including the client's name, the time, and the day you've scheduled them.
1. Access and view the Calendar
Click the "All" menu and then the "Calendars" module. There, you'll be able to see your planned activities for the week, month, or day, depending on the calendar view you choose.
In the left column you will find all the module view options:
Calendar View: This is an overview of your business activities. You can view or filter the different activities listed there in the 'Types of activity' tab.
Scheduler View: In this view, you can view the calendar of activities assigned to the user currently in the CRM.
Shared Calendar: This displays the activities of CRM users who have access to the calendar. You can keep track of your sales team from there.
In the 'Added Calendars' box, you'll find the users who have access.
You'll also find activities that other CRM users have scheduled.
2. How do I add another calendar to 'Shared Calendar'?
You can only add one calendar per CRM user. That is, if you want to add a new calendar, you'll need to create a new user.
Click the 'Shared Calendar' button.
Locate the 'Added Calendars' list and click the (+) 'Add Calendar' icon.
Select the user you want to add and choose a tone.
Click the 'Save' button. This user's calendar will appear in the 'Added Calendars' list.
Note: Please note that if the system does not allow you to add a new calendar, it is because you already have access to all active users on your plan .
3. How to delete a calendar?
Go to the 'Shared Calendar' button.
Locate the 'Added Calendars' list and the user you want to remove from the shared calendar.
Click the trash can icon 'Delete calendar'.
We hope this article has been helpful. If you have any questions or suggestions, please feel free to contact us in our chat, and we'll be happy to help. Have a nice day!
