Use the Calendar to keep track of follow-ups. Here they are viewable by month, week, and day.
Click on an activity in the month view. This will change your calendar to view all scheduled activities for this particular day. The day view lists follow-ups by the time of day and can be checked off as they're completed.
The week view on the left will show seven-day views joined separated by headers indicating the day of the week. Use the next and previous buttons to view the next or previous month, day, or week, respectively.
Integrating with Google Calendar
This calendar can also be integrated with a number of digital calendar applications including Google Calendar and iCalendar.
To integrate:
2. Click on Calendar Integration.
4. In Google Calendar, click on the upside down triangle next to Other Calendars.
5. Select Add by URL.
6. Paste the Calendar Private URL in the prompt. Then select Add Calendar.
Integrating with Outlook:
In your lead manager:
Go to "Settings" > "Calendar Feed", copy the URL that is shown. If it is clicked, it will want to connect with google calendar, so you would want to highlight the URL and copy it.
Go to your Outlook calendar:
Go into your outlook calendar and click "Add Calendar" > "From Internet".
Paste the URL that you copied in the link. Give it a good name. Hit "Save".
After you save it, your lead manager calendar should transfer over to your outlook calendar.