How to Export a Sales Behavior Date to Your Personal Calendar Courtney Allbee
To export a date to your calendar you must already have a date saved to one of the sales behaviors. When a date is saved to a sales behavior you will see a small calendar icon to the right of that date. Click the calendar icon:
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When you click the calendar box, this pop-up window will appear. Edit any information you would like and click Add To External Email
***Please Note: This will follow your default computer mail settings. (i.e. if your default calendar is Outlook, it will open your Outlook calendar)
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It will then download the calendar file. Open and Accept the meeting. This will then be saved to your calendar.
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