The Appointments list helps you track and prepare for your appointments.
Video 3.24: How to work with activities
If you use Google Calendar or Office 365 for your calendar, you can sync activities and appointments between your calendar and your Upsales account.
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: