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 90 days
How to view the Appointments List
- Click Sales & CRM:
- Select the dropdown next to Activities:
- Click your preferred view
Editing appointments
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 next to the CLOSE DATE column:
Click an option to update: