This short article walks you through how to view any scheduled contact activities on the Calendar Tab. View the walkthrough video below, or click "start" for a click-by-click guide.
Click "Start" for a click-by-click guide.
1. Click on Calendar
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2. Select which User(s) you'd like to view. This will bring up any contact activities that have been schedule for them.
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3. Once you have your users selected, select which kinds of Contact Activities you want to see on the calendar.
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4. Click on Lunch Meeting
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5. Click on Quarterly Check-In
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6. Click on Follow Up
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7. Click on Filter Events
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8. And now you can see a full calendar view of all the Contact Activities that are scheduled for Rachel, Rachel, and Christie in the month of March.
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9. If you click on a specific appointment, it will open up a window with more details.
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10. You can click Contact Link to be taken to that contact's page if you'd like to look at notes, addresses, or even email that person to confirm the appointment.
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