Adding Calendar Appointments
It is possible to add events to your linked calendar without leaving AdvisorEngine CRM.
- Click a date in the Calendar that you want to schedule an appointment (you can also click on any empty space and choose the date for the event in the window that follows).
- Fill out the text boxes with the appropriate information.
Click on when finished.
- The All Day box will checked by default. To set a specific time, uncheck the All Day box and make the necessary changes.
- To create an automatically recurring appointment, click on the Recurring checkbox and enter the appropriate recurrence pattern.
You will now see the Appointment is added to your Calendar.
You can also link Appointments to Actions. See Linking Calendar Appointments to Actions for further details.
Adding Your Calendar to AdvisorEngine CRM
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