The Calendar module provides a shared view of your team member's calendar. You can record calendar events, assign tasks to team members and view your team member's scheduled activities. Legrand Cloud CRM also integrates with Microsoft Outlook, which enables you to sync appointments between your CRM and Outlook account.
Legrand Cloud CRM has multiple calendar views to help you manage your workload. Use the icons located in the top right to switch between the Day View, 5 Days View, 7 Days View, Month View and List View. You can also filter calendar events by type. For example, you can filter calendar events by Appointment, Client Visit, Holiday, Meeting, Online Meeting or Phone Call. The list will vary depending on the values you add.
Click on each of the topics of the Calendar Management for more information:
- How to record a calendar event
- Sync Calendar events to Outlook
- Navigating Calendar Views
- Configure Calendar settings