The Appointments list helps you track and prepare for your appointments.
If you use Google Calendar, Office 365, or Exchange 2016 Server for your calendar, you can sync activities and appointments between your calendar and your Upsales account.
Read more about syncing your calendar and your Upsales account here
Please note: Any synced activities and appointments will only be synced from todays date and 90 days forward in time. Read more about syncing here
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: