Calendar in Centra HUB CRM refers to the companies or individuals with which you have business transactions. In the daily B2B scenario, the usage of Calendar in CRM helps to store details of newly acquired customers and already existing customers.
No card required
Enter the subject of the task.
Select the status of the task from the drop-down list.
From the drop-down list, Select to whom the task is assigned.
Select module for which task is related.
Enter the contact of the person.
Select the due date of task to be completed.
Define the priority of task from the drop-down list whether it is low, high or medium.
To send an email notification of a task. Select the check box of send email notification.
Select email template from the drop-down list for email notification.
Enter the additional information related to the task( phone no. and email of the contact)
Set a reminder to your task for notifying beforehand.
Note: Similar way you can create an appointment, activity, plan or meeting.
In the calendar home page, you can view all appointments, tasks, activities, plans, requests, meetings, and events .
To view activities on the day wise.
Activities are shown by the week.
To view activities schedule in the month.
Activities scheduled in 4-Days.
The List view of activities.
From the drop-down list select the activities and click on GO. You can view the calendar page of the selected activity.