In Legrand Cloud CRM, you can schedule calendar events with contacts related to a sales opportunity. For example, you can schedule a conference call, meetings, site visits or product demonstrations. Select the opportunity record from the sales pipeline to record a sales-related calendar event.
Navigate to the quick access tabs on the right and click on the plus icon next to ‘Calendar’.
Enter a summary about the calendar event, set a time and date and assign the calendar event to a team member. The calendar event ‘Type’ is configurable to suit your business needs. Click on the green icon to define the calendar event types such as an online meeting, site visit or product demonstration.
You can also make regular appointments into recurring events. Click on the checkbox and enter the start date and end date. You can plan the calendar event to recur daily, weekly, monthly or yearly.
Click on the green icon to involve additional contacts and team members in the calendar event. You can remove contacts or team members using the red icon.
Enter the company or contact name in the search field and select the record to add the additional contact to the calendar event.
Click ‘Save’ once you enter all the details for the calendar event. If you have set up your SMTP email settings, you can select ‘Save and send invitation’ to save the calendar event and send an email invite to the contact directly from your CRM.