Its easy to keep track of all your important activities in one place with Membrains Integrated Sales Calendar. Here, you can see your scheduled meetings, phone calls and practically anything else you plan to do with your time, and view them the way that suits you best.
Choose between daily, weekly or monthly tabs to get a clear view of how your schedule looks from the outset.
You can view your colleagues calendar too by simply choosing their name from the drop down list in the top right corner.
Furthermore, you can filter and sort your views by type of event with just a few clicks. Just click on the blue drop-down lists to choose what you need to see.
A additional feature in the Sales Calendar is the very useful list of activities you will see above your daily or weekly view.
This list shows you every activity you have carried out so far in your day or week, including emails, phone calls, tasks completed etc. It will also show you upcoming reminders you have set which you can simply hover over to see further details.
Add an Appointment
To add an appointment in your calendar, follow these steps:
- Click anywhere you see a free slot, and Add Appointment.
- Add the details of the appointment in the Notes field.
- Click on the date and time above to drag the time box to the desired, date, time and length you require, and set up as reoccurring, if required.
- From this box you can also add locations, participants, send invites, link to related companies, and lots more to help you work smart and stay on top of your schedule.
Currently using another calendar? No problem! Its easy to Sync your Google, Office365 or Outlook calendar with Membrains calendar, so you can see whats on the agenda, regardless of where it came from.
Just go to Integrations in My settings and choose your calendar to set up. Subscribing to Membrains calendar from other calendars also means we’ve got you covered with 2 way sync.