The calendar allows you to view yours and others contact calls, appointments, and misc tasks.

When you first open the calendar, it will only show your schedule however you can add others to the calendar to view their tasks. Each user will have a specific color so you can differentiate between different users,

Different locations

The calendar can only show events from one location at a time. If you're part of multiple locations, make sure the location you want to view is selected.

Adding events

You can add calls, appointments or block out time directly from the calendar:

  1. Just click and drag on the time slot you want to schedule something for (this works best in the week or day view).
  2. Select the task type and user
  3. Select the lead or enter in the task name
  4. Hit save

Did this answer your question?