We introduce the calendar integration, the notification function in the calendar and the search for telephone numbers. All three are powerful CRM functions, but they are not always obvious.
CRM Calendar Integration
Every day, countless tasks and appointments are created in the CRM system . To ensure that these tasks and appointments are included in your other appointments, you can subscribe to the CRM tasks in your calendar
No matter whether you use the CRM on a Mac or with Windows - the calendar integration works with both common Windows and Mac programs and even harmonizes with online services such as Google Calendar. In our help we explain how to set up the calendar subscription for Outlook, iCal on the Mac and for Google Calendar.
Meeting reminders & notifications
If you have subscribed to your tasks colombia telegram screening or appointments in your calendar, we will not create a reminder for normal tasks as soon as the task is due. Especially if you frequently use tasks for small reminders or follow-ups, a notification for each task would often be annoying. However, we create a notification for tasks of the type "meeting" so that you definitely do not miss this important appointment. So as soon as you set the type of task to "meeting", your calendar program should display a notification 30 minutes before the appointment and remind you.
Search for phone numbers
In the CRM search, you can search for names, notes, tasks and background fields as well as telephone numbers. You can search for any number in the middle of the number to get to the desired contact behind the number.
Have fun trying it out. Are there any functions that you only discovered late and would not want to do without today? We look forward to hearing from you.