Your CRM calendar lets you view and prioritise your CRM Tasks, Opportunities, Activities and the other date related CRM objects. When you open the Calendar from the main menu it will opens this month's calandar with today highlighted. You can also view your calendar by the week, day or as a day schedule.
You can easily switch between the tasks and opportunities calendars using the drop down menu in the top right hand corner:
You can also select a filter by my tasks or opportunities depending on your CRM settings.
I this article you will read about:
- Set up calendar
- Task calendar settings
- Opportunities calendar settings
- Activities calendar settings
- Deleting a Calendar
Set up calendar
Clicking on a task or opportunity opens the details in the right hand panel you can click through from here to edit it to set-up your calendars as a system administrator. Go to Settings and System settings.
Then click calendar settings.
Select from tasks or opportunities to set up a calendar.
You can also create calendars for other crm objects. For example activities. To do this click the + Add button and select from the drop down list the calendar settings include various fields where you can use drop down lists to set up the information you wish to see.
For example, for your tasks calendar, in the title field, you might set this as the activity type or maybe use the full task description. There are further optional fields where you can add more details to the calendar entry, such as the account name.
In the color identifier field, you can set colors to categorize your tasks and opportunities based on the relevant criteria.
Once you've completed the setup, click Save, then View Calendar.
Tasks calendar settings
The calendar settings include various fields where you can use dropdown lists to set up the information you wish to see. For example, in the Title Field you might set this as the Activity Type (e.g. call, meeting, etc) or maybe use the full Task description. You can also set it to a custom field.
For the calendar Display Date field you have the option to set this to the Activity Date, but also to the Created Date or Modified Date, should these be important to how you manage your Tasks.
There are further optional fields where you can add other details to the calendar entry (e.g. the Account Name).
In the Colour Identifier field, you can set colours to identify your Tasks based on their priority, Task Type, Task Status, Task Owner and Contact Name.
Once you have completed the setup, click save then View calendar.
You can customise the colours you wish to use by clicking on the dropdown list or by clicking on the colour picker window.
Opportunities calendar settings
The Opportunities calendar works in the same way as Tasks, but with different options for your field settings.
It’s likely you’ll want to set the title to your Opportunity Name, and the display date to your Close Date, but again other options are available.
In the Colour Identifier field you can select to identify your Opportunities based on the Status, Forecast, Campaign or Contact Name.
Once you have completed the setup, click save and View calendar.
Activities calendar settings
The same applies for Activities.
Deleting a Calendar
You can easily remove a calendar by clicking Delete.