Calendar

What is it?

In ChannelCRM the calendar is used for all work activities for you and your colleagues. If you compare with the Outlook calendar, then the big difference is that in ChannelCRM all agreements (activities) are connected to the companies, people and projects which they relate. So it is very easy to go from one activity to another activity that are in the same sales cycle, etc. It is also possible to see a calendar only for those activities that relates to a specific customer.

The ChannelCRM calendar can be synchronized with the Outlook calendar. This feature facilitates, among other things, that your business appointments can appear in Outlook (PDAs) and that your more personal appointments from Outlook (eg drive your kids to school) can be displayed in ChannelCRM as busy time.

Technique

The ChannelCRM calendar is a true multi-user calendar. This means that all activities/appointments for all employees are updated, always. If you use it in conjunction with Outlook, it is a two-way synchronization. If you change an appointment in CRM it will update Outlook. If you change in Outlook, it will update ChannelCRM.

Page url: http://www.channelcrm.net/us/index.html?net_calendar.htm