CRM Calendar

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Calendar View

This tab contains a calendar of follow-ups; viewable by month, week, or day. Clicking on an activity in the default month view takes you to the day view for the day the activity is on. The day view has a list of follow-ups ordered by time of day. These can be checked off as they're completed.

The week view is essentially seven-day views joined together in order, separated by headers indicating the day of the week.

The Next and Previous buttons go by month, day, or week, depending on if you're in the month, day, or week view, respectively.

 

Calendar Settings

Google Calendar Sync

To enable two-way synchronization with Google Calendar, visit your Calendar Settings page and select Link Google Calendar. 

Once enabled, a new calendar will be created in Google for all your CRM follow-ups. From that calendar, you can change the time, title, and description of your follow-ups. Any changes will be updated in your CRM.

Events you create yourself in Google will NOT be displayed in your CRM, only events created in the CRM are synchronized to the Google Calendar.

You may turn off this feature at any time. Once disabled, the calendar will be deleted from your Google account along with all synchronized CRM follow-ups.

 

Calendar Private URL

If you rely on a calendar service other than Google, we provide a link to your CRM calendar feed that allows you to see your CRM follow-ups on your existing calendar.

The Calendar Private URL will create a one-way feed to your calendar service of choice. Updates to your CRM follow-ups will need to be made from your CRM.

 

Connecting to Microsoft Outlook

To link your CRM calendar to Microsoft Outlook, please use the following instructions provided by Microsoft for the version of Microsoft Office you have:

When setting this up, you will need the Calendar Private URL found on your Calendar Settings page.

 

Connecting to Apple Calendar

To link your CRM calendar to Apple Calendar, please use the following instructions provided by Apple: iCloud calendar subscriptions

When setting this up, you will need the Calendar Private URL found on your Calendar Settings page.

 

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