What is the quickest way to add a Calendar entry, Sales activity or To-Do?
To add Calendar Entry, Sales Activity or To Do, the fastest way is to be in the Dashboard and then on the very top of the page, you will see a Calendar icon with a + sign on it. It will be on the left to the Live Chat option.
Once selected, you can choose between these three options and create the item desired.
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How can I add a Marketing activity to my Calendar?
There are a few ways to achieve this. On the Dashboard, click on the Calendar icon on the very top, to the left of the Live Chat it should say Add a Task when you hover the mouse over it. Once clicked, you can choose Sales Activity to create a ...
How do I add an event in Calendar from the Dashboard?
On the dashboard, on the top right, there should be a Calendar icon with a + sign on it. Once that is selected, the first option is Calendar Entry that is selected by default. From here, the calendar entry can be created.
Which items can appear on the calendar?
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How to sync CF Calendar with Outlook or Google?
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How to add an item on the Schedule of Values?
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