Calendar

Using the CRM calendar feature, you can effectively manage your appointments. To access the Calendar module, navigate to the "Calendar" option in the main menu.

You can switch between daily, weekly, and monthly views within the calendar screen.

 You can navigate forward and backward in time using the provided arrow buttons.

 For detailed information about an activity, click on it.

If you need to edit an activity, click the "Edit" button after it is opene.

Modify the relevant details, and save the changes. 

To create a new activity, click "New Activity," Insert the activity details and save.

The calendar can be synchronized with Google Calendar. Click here to learn how to sync to Google Calendar.