TT – Calendar Configuration

This video walks you through some of the tools available to you on the Calendar screen.

Your OpenCRM system is a fantastic place to store all your intellectual capital. As well as details of your clients and prospects, you can keep and maintain details of opportunities, projects, sales and support. All of those entities rely on Activities – Calls, Meetings and Tasks – to help you keep on track of your progress and outcomes. As well as manually creating and managing Activities, they can be scheduled and automated.

The best place to visualise all your Activities is by using your Calendar. This pulls all those Activities into one place. But with a Calendar, one size doesn’t necessarily fit all. It needs to be adaptable so it can be configured to suit your needs. One User may simply need to see their current day, whereas another person needs a five-day overview so they can accurately plan their time. Someone else overseeing a Team may prefer to flip to a group calendar to see who is doing what and when. This video walks you through the options.

As well as the Calendar, you can view your Activities in list form, by switching to your To Do list.

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