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Calendar

Calendar Basics

• How do I add an event to the calendar?
• How do I move an event to the calendar?
• How do I edit an event on the calendar?
• How do I delete an event from the calendar?
• How do I move a calendar item to a date that is not shown in the upcoming four (4) weeks?
• Can I set alarms and reminders to send SMS messages to my cellphone?

Calendar Sharing

• Can I share my calendar?

Calendar Integration

• Does the calendar sync with Microsoft Outlook?
• Does the calendar support ical?

Calendar Basics

How do I add an event to the calendar?

1. Go to the calendar page.
2. Go to the day for which you would like to add an event.
3. Click on the green + icon.
4. Enter event details.

How do I move an event on the calendar?

1. Go to the calendar page.
2. Find the event.
3. Drag and drop the event to the new date.

How do I edit the event on the calendar?

1. Go to the calendar page.
2. Find the event.
3. Click on the edit pencil or double click on the item.

How do I delete an event from the calendar?

1. Go to the calendar page.
2. Go to the day for which you would like to delete an event.
3. Click on the trash can.

NOTE: Events can also be deleted from the deals page and contacts page.

How do I move a calendar item to a date that is not shown in the upcoming four (4) weeks?

1. Go to the calendar page.
2. Go to the day for which you would like to move the event.
3. Drag the event over the “Next 4 Weeks” link.
4. Drop the event on the specific day.

Can I set alarms and reminders to send SMS messages to my cellphone?
Yes, just enable the setting on your My Settings page.

Calendar Sharing

Can I share my calendar?
Manager’s have visibility to their team’s individual calendars. If your team is setup in an open model with all users as Executives, everyone will have visibility to each other’s calendars.

Calendar Integration

Does the calendar sync with Microsoft Outlook?
Currently, the calendar does NOT sync with Microsoft Outlook.

Does the calendar ical?
Yes, click on the ical icon to create an ical calendar feed. You may use the ical feed in any ical supported calendar such as Apple’s ical program, 30boxes, Google Calendar, and Outlook 2007.