Managing Calendar Notifications

Managing Calendar Notifications

Managing Calendar Notifications

How to Use Calendar for Scheduling and Notifications:

  • Setting Up Calendar Events:

    1. Access the 'Calendar' section from the main menu.

    2. Click on 'Add Event' and choose the type of event (viewing, meeting, reminder).

    3. Fill in the details, including date, time, and participants.

    4. Set reminders as needed to notify you before the event occurs.

  • Integrating Calendar with Other Modules:

    1. While creating or editing leads or deals, link the calendar events directly from the respective forms.

    2. Utilise the calendar integration to ensure all events related to a lead or deal are automatically updated, and reminders are set.

Why This Matters: The calendar is a crucial tool for managing your time and ensuring you never miss an appointment or a follow-up. Integrated calendar notifications keep you ahead of your schedule and allow you to plan your days efficiently, enhancing productivity. 

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