Step By Step
In the home page, let’s look at the Calendar section. •In this section, you will find all tasks and events for the coming days. •Additionally, you have 3 views to have the most convenient view on activities. | |
This view displays all events scheduled for the current week to make further
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The next button displays the Multi-User Calendar for the current week. It allows you to check the availability of other CRM users. (Advise to keep using Google calendar, which is more complete) | |
The 3rd button allows you to have a view on Activities (use the views configured to filter) |
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