Calendars (needs video)

Created by Ezra Weinstein, Modified on Wed, 06 Jul 2022 at 07:51 AM by Abhinav Ravichandran

This section gives you a quick yet decluttered view of your calendar. It also allows you to switch seamlessly between all created calendars in your CRM, whether you need to look at your personal calendar or your sales team's calendar.

Remember, these calendars are synced to your Google or Outlook account and can also be controlled/edited using your Google or Outlook calendars outside of this CRM.

NOTE: Depending on your user permissions, you may not have access to all of the components.

Change Calendars

If you have multiple calendars connected to your CRM, or if you've created multiple calendars, you can filter which calendar you want to look at by using this drop-down tab.

Change Date Range

You can change the date range of your calendar in order to see scheduled appointments for the month, week, or day.

Availability

Filter the view based on availability. You can choose to show either only confirmed appointments, or the times you are unavailable.

Quick Action - Today

If you ever want to quickly switch back to a daily view to see what your daily schedule looks like, simply click this button!

Cycle Date Range

You can use the left and right arrows here to change between date ranges to look at current, future, or previous engagement on your calendar.

Tool Tip

In order to fully understand the way your CRM calendar works and how to interpret the data, understand the way it is color-coded.

You will find all the different color codes that your CRM calendar uses. These are meant to give you a quick and easy analysis of your calendar so you do not need to click into each event and look for specific data.

Take Section Quiz

Click the link below to take a quiz on the subject matter in this help article! This quiz is intended to help you fully understand the above information, and help you remember all the buttons and components! Don't worry, you can take this quiz as many times as you want in order to fully learn the content and subject matter! This is 100% for your benefit and help you learn!

Quiz Link: https://training.crmhelpcenter.com/iNyexZOvY0ebg19XhISJKA/1****

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!