crm3

Selecting Calendar beneath the Home tab displays your daily calendar, as shown in the following illustration. Use your calendar to perform the same tasks that your calendar in an Email application such as Outlook is used to perform, so that you never have to leave CRM3® to remain on top of your scheduled activities. Follow the steps below to work with your calendar.

1. Click Add Activityor just click on a date / time in the Calendar itself to add an activity to the Calendar. Please refer to the Creating Contact Tasks section of the document for details on adding an Activity to CRM3®.
2. Click thePreviousor Next arrow to view the view the previous cycle of how you have your Calendar configured to display (Day, Week or Month) of scheduled activities.
3. Click Day to change the Calendar display to show individual days.
4. Click Week to change the Calendar display to show a complete Calendar Week.
5. Click Month to change the Calendar display to show a complete Calendar Week
6. Click an Activity’s link to display the Activity Editor for that Activity.