Follow

Calendar Overview

Events represent how marketers/liaisons are engaging their customers, as well as providing a reference point for call/visit notes. The calendar is a quick way to view your events. 

Default View

By default the calendar will display your calendar for the current month. You can change the calendar shown by:

  • Adjusting the month displayed
  • Adjusting the time period shown - month, week, day, list
  • Filtering by Event Type - Meeting, Cold Call, Phone, etc.

Events that have not been completed will be shown in blue. Events that have been completed will be shown in green with a checkmark.

Note: An event will not show as Complete until a note has been added and the event is marked complete

 

Shared Calendars

If you have access to other calendars, you will have a drop down of those users on the left side of the page under Shared Calendar.  

  • Select another user's name
  • Click Go

 

Event Actions

By Right Clicking on an Event you can:

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk