CRM Calendar Overview
The Calendar displays all of your CRM Tasks in an easy-to-read calendar format. You can even add new CRM tasks directly from the calendar view. It is a great way to keep your tasks and projects organized! Here is a quick overview of all of the calendar features.
To access your calendar, navigate to the CRM App, then select Calendar from the Navigation Bar.
Organize your Calendar
To stay organized, you can arrange your calendar by Month, Week, Day, or Agenda using the dropdown menu on the top-right corner of the calendar.
Viewing completed CRM tasks in the calendar
As CRM tasks are completed, they'll display a checkmark next to the task on the calendar.
When CRM tasks are completed, a handy ✔️ icon is displayed on the Calendar to keep everyone up to speed. You can find out if a task has been completed from the initial calendar view without having to open the task details. Tasks can also be viewed from the Tasks page or from a CRM contact's profile, but you can get more insight to the big picture from a quick glance at the calendar.
Related Articles
CRM Tasks and Task Templates
Tasks are used to track work completed by members within your business or organization. The Tasks page automatically tracks all the assigned and completed tasks for you. Do you need to repeatedly assign the same tasks to your co-workers or teammates? ...How to Use Your CRM Overview
Your CRM Overview is where you can get a quick look at key lead, customer and sales metrics from your CRM. From this overview, you can gather helpful insights and take quick actions to improve your customer relationships and convert more leads into ...CRM Page Overviews
Manage your business with a powerful, easy-to-use, made-for-you CRM. The Marketing 360® CRM is catered to your business needs. Stay organized as your business grows. Manage your contacts, tasks, calendar, team and more with ease. It’s fully ...CRM Settings
You can manage and customize the settings of your CRM by navigating to the Settings tab. Use the options on the left-hand sidebar to select which settings to edit. In this guide: Contact Types Contact Statuses Contact Fields Project Statuses Deal ...CRM Reports
The Reports page in the Marketing 360 CRM provides insights into the contacts stored in your CRM, and how you're interacting with them. Understanding these reports can be a powerful tool to help you identify anything from bottlenecks in your sales ...