The Appointments list helps you track and prepare for your appointments.
If you use Google Calendar or Office 365 for your calendar, you can sync activities and appointments between your calendar and your Upsales account.
Any synced activities and appointments will only be synced from today's date and the next three months
How to view the Appointments List
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Click Sales & CRM → Activities:
- Click Appointments at the top of the list.
If your account uses Tasks, there is no Activities menu. Click Sales & CRM → Tasks and select Appointments in the sidebar.
Editing appointments
In the Appointments list you can either:
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Edit a specific appointment
Click on the appointment to edit details. If the host has a calendar sync enabled, only the host and administrators can edit the appointment. Other users can still leave notes, create follow-ups and upload files. -
Bulk-edit all appointments
Select the checkbox to the left of the column headers:
Click an option: Update appointments, Update contacts, Update companies, Export or Delete appointments.