The Appointments list helps you track and prepare for your appointments.
Video 3.24: How to work with activities
Please note: Any synced activities and appointments will only be synced from todays date and 90 days forward in time.
How to view the Appointments List
- Click Sales & CRM:
- Select the arrow next to Activities.
- Click on your preferred view
In the Appointments list you can either:
- Edit a specific appointment
Click on the appointment to edit details
- Bulk-edit all appointments
Click the box in red below:
A box will appear with options to click on: