Calendar

Calendar Display

Calendar is very useful for planning your sales activities. You have the possibility to view your own activities as the activities of your colleagues. Calendar is displaying events such as Meetings, Calls and your Tasks on due day.

Bellow you can find a picture of an example 5 day Calendar. In the first few rows you can see listed Tasks that are due on a specific day of the week displayed. In the next rows Events follow. These are Meetings and Calls scheduled for the week displayed.

If you want to see the Calendar of your colleagues (Group Calendar), click on the Select users just above the Calendar. A list of users is displayed. You can select one or more (Ctrl+click) users from the list and than click Select to display their Calendar. See picture bellow.

By clicking on icons Month, Week, Day on the right side above the Calendar, you can vary between three Calendar displays.

Rescheduling directly in the Calendar

If you want to reschedule an activity, you just click on it and drag/drop it wherever you want.

You can also shorten or prolong an Event in your Calendar. For that you need to grab the bottom border of an event and drag it upwards or downwards as you need.