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calendar [2016/12/16 19:18]
brittany [Integrating with Google Calendar]
calendar [2019/06/14 16:52]
brittany [Integrating with Apple Calendar]
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 ====== Calendar ====== ====== Calendar ======
  
-This tab contains a calendar of follow-upsviewable 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.+This tab contains a calendar of follow-upsviewable 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 week view is essentially seven day views joined together in order, separated by headers indicating day of the week.
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 The //Next// and //​Previous//​ buttons go by month, day, or week, depending on if you're in the month, day, or week view, respectively. The //Next// and //​Previous//​ buttons go by month, day, or week, depending on if you're in the month, day, or week view, respectively.
  
-===== Integrating with Google Calendar =====+===== BETA: Google Calendar ​Sync =====
  
-The Lead Manager'​s calendar can also be integrated ​with a number of digital ​calendar ​applications including ​Google ​Calendar ​and Apple Calendar+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 ​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 
  
-To link your Lead Manager calendar ​you will need to head to Settings > Calendar Feed. This will display a unique URL that you can link your calendar application to. Please note that this link is not secured for sharing purposes and should ​be limited to your own use.+Events ​you create yourself in Google ​will NOT be created in the CRM/Lead Manager, only events created in the CRM are synchronized.
  
-{{::calendar-link-2.png?900|}}+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.
  
-Copy this link to your clipboard or a text document and open Google Calendar.+**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/​]]
  
-{{::​googlecalendar-01.png?​300|}}+===== Calendar Feed =====
  
-In Google ​Calendar, locate the option for Other Calendars and choose "Add by URL". This launch ​prompt where you will paste the URL and link the Lead Manager ​calendar to Google.+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.
  
-{{::​googlecalendar-02.png?​300|}} +**NOTE:** This is only a one way **feed**, you cannot make updates to follow ups in the CRM via this method.
-===== Integrating with Office Outlook =====+
  
-To link your Lead Manager calendar ​with Office Outlook, Microsoft Office have docs regarding this depending on what version of Outlook you have:+==== Integrating Calendar Feed with Office Outlook ​=====
  
-  ​* [[https://​support.office.com/​en-us/​article/​Open-an-Internet-calendar-in-Outlook-Web-App-5DE44446-AA16-4E8F-9DDD-84F170446226|Office 365]]+To link your Lead Manager calendar with Office Outlook, Microsoft Office has docs regarding this depending on what version of Outlook you have: 
 + 
 +  ​* [[https://​support.office.com/​en-us/​article/​import-or-subscribe-to-a-calendar-in-outlook-on-the-web-503ffaf6-7b86-44fe-8dd6-8099d95f38df|Office 365]]
   * [[https://​support.office.com/​en-us/​article/​View-and-subscribe-to-Internet-Calendars-7CD5D35A-4A90-4D70-A2F7-F6FADD7E2D9A|Office 2010]]   * [[https://​support.office.com/​en-us/​article/​View-and-subscribe-to-Internet-Calendars-7CD5D35A-4A90-4D70-A2F7-F6FADD7E2D9A|Office 2010]]
  
 +When setting this up, you will want to use the Calendar Private URL we provide in the Lead Manager **Settings** > **Calendar Integration**
 +
 +==== 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 Integration**
calendar.txt · Last modified: 2020/05/28 20:37 by michaels