How to Use the CRM Calendar

The Customer Relationship Manager allows you to more effectively manage the sales pipeline and communicate with your customers. The Customer Relationship Manager includes a sophisticated calendar that you can use to keep track of events, tasks, meetings and other important customer and prospect-related activities. Below are the steps on how to use the CRM Calendar.

Note: The calendar is user specific. Each user can have their own private calendar, and the manager can view global calendar or view by user.

Step 1: To access your calendar, select the Calendar button on the left side of the dashboard.

calendar1You can view your calendar by day, week, or month and can filter by events, tasks, and marketing programs. You can also view details for a specific task, event or marketing program by double clicking on the calendar grid. From here you can view, edit, or delete the event or task.

Step 2: When making any changes to an event click “Save and Close” in order to save your changes. The calendar is color coded as well to differentiate tasks from events, recurring events, marketing programs, and DOB/Anniversary.

Note: You can double click on a specific day on the calendar to quickly create a quick Task, Event or Marketing Program.