Overview
The Calendar is a shared scheduling tool that allows you to manage your appointments, view your team's availability, and schedule meetings for other users. It integrates directly with your leads, providing a centralized view of your scheduled activities.
Key Functionalities
Multiple View Options: View your schedule by Day, Work Week, Week, Month, or as a simple Agenda list.
Calendar Sharing: View the calendars of other users and share your own calendar with teammates.
Lead-Linked Appointments: Create appointments that are directly linked to a lead record for full context.
Color-Coded Statuses: Quickly identify appointment statuses (e.g., pending, missed, completed) through color coding.
Appointment Notifications: Receive reminders for upcoming appointments to help you stay on schedule.
How to Use the Calendar
Accessing and Navigating the Calendar
From the main navigation toolbar, select CALENDAR.
Use the view buttons (Day, Work Week, Week, Month, Agenda) to change your calendar layout. Work Week is the defualt view.
Use the date picker or navigation arrows to move to different dates.
Creating a New Appointment
In the Calendar view, click on the desired date and time. You can also click the New Appointment button.
In the appointment creation window, fill in the details:
Title: Enter a name for the appointment.
Start/End: Set the date and time.
All day event: Check if the appointment is for the entire day.
Repeat: Set if the appointment repeats.
Description: Add any relevant notes.
Attendees: Add other users from your team.
Completed: You have the option
Click Save to create the appointment.
Sharing Calendars and Managing Permissions
Viewing Shared Calendars: The "Calendars Shared With You" section lists colleagues whose calendars you can view. Toggle their calendars on or off to show/hide them in your view.
Requesting Calendar Access: To view someone's calendar who hasn't shared it with you, use the Request Calendar feature to send them a permission request.
Sharing Your Calendar: Use the Permissions settings to choose which colleagues can view your calendar and their level of access.
Understanding Appointment Statuses
Appointments are color-coded for easy identification:
Pending: Appointments that are scheduled for a future time show in blue.
Missed: Appointments that passed without being marked as completed show in red.
Completed: Appointments that have been finished and marked as done show in green.
Best Practices
Use Calendar Sharing: Share your calendar with your team to improve visibility and make it easier to schedule collaborative meetings.
Leverage the Agenda View: Use the Agenda view for a quick, list-based overview of your upcoming appointments.
Set Reminders: Ensure appointment notifications are enabled in your settings so you never miss a meeting.
Troubleshooting
I cannot see a teammate's calendar.
You need to be granted permission to view their calendar. Use the "Request Calendar" feature to ask for access.My new appointment isn't showing up on the calendar.
Check that you have the correct date and view selected. Also, ensure the appointment was saved successfully.I'm not receiving appointment reminders.
Check your notification settings under My Account to ensure that appointment reminders are enabled.