How to manage your calendar
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How to manage your calendar

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  • 1. How to manage your intouchcrm calendar
  • 2. How to manage your intouchcrm calendarYour intouchcrm calendar enables you tonot only keep track of your events/tasksbut your colleagues as well
  • 3. How to manage your intouchcrm calendarYou can start making a calendar entry by clickingon the day & time you want to set an eventOr click on any day and change it later
  • 4. How to manage your intouchcrm calendar When you create a new event, you will see a box similar to this. You can see more options by selecting the ‘I want more options’ link. These options allow you to • make a private or public calendar entry • Set an email/text reminder for yourself/colleagues • Add to your colleagues calendars • Link to contacts
  • 5. How to manage your intouchcrm calendarThe events on your calendar canbe put in a colour of your choice.A nifty tip is to coordinate all yourcolleagues calendars in toindividual colours so you knowwhose events are whose!
  • 6. How to manage your intouchcrm calendarYou can look at your colleaguescalendars’ individually or altogetherby selecting the person/everyonefrom the drop down list on the topright of the calendar
  • 7. How to manage your intouchcrm calendarSee the calendar indifferent formats i.e.week view, byselecting from thetabs on top of thecalendarUse the two arrowson the left side tochange theday/week/month
  • 8. How to manage your intouchcrm calendar You can export your calendar or print it by selecting these tabs shown on the top left of the calendar The right side of the calendar shows ‘Your Upcoming Events’ and ‘Assigned Tasks’