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Calendar

This tab contains a calendar of follow-ups; viewable by month, week, or day. Clicking on an activity in the default month view takes you to the day view for the day the activity is on. The day view has a list of follow-ups ordered by time of day. These can be checked off as they're completed.

The week view is essentially seven day views joined together in order, separated by headers indicating day of the week.

The Next and Previous buttons go by month, day, or week, depending on if you're in the month, day, or week view, respectively.

BETA: Google Calendar Sync

We now have a true two-way synchronization with Google Calendar. To enable it, visit https://leads.realgeeks.com/settings/calendar Once enabled, it will create a new calendar in Google for all your CRM follow ups. From that calendar, you can change the time, edit title and description, and those changes will be updated in the CRM/Lead Manager.

Events you create yourself in Google will NOT be created in the CRM/Lead Manager, only events created in the CRM are synchronized.

You may turn off this feature at any time. Once it is disabled the calendar will be deleted from your Google account along with all events synchronized with CRM follow ups.

NOTE: This feature is still in BETA! If you encounter any unexpected behavior, please don't hesitate to reach out to support at https://www.realgeeks.com/support/

Calendar Feed

If you rely on a calendar service that is not Google we provide a link to a calendar feed which you can subscribe to via the calendar program of your choice.

NOTE: This is only a one way feed, you cannot make updates to follow ups in the CRM via this method.

Integrating Calendar Feed with Office Outlook

To link your Lead Manager calendar with Office Outlook, Microsoft Office has docs regarding this depending on what version of Outlook you have:

When setting this up, you will want to use the Calendar Private URL we provide in the Lead Manager Settings > Calendar Feed

Integrating with Apple Calendar

To link your Lead Manager calendar with Apple Calendar, Apple has a doc regarding this:

https://support.apple.com/en-us/HT202361

When setting this up, you will want to use the Calendar Private URL we provide in the Lead Manager Settings > Calendar Feed

calendar.txt · Last modified: 2018/11/19 16:04 by derrick