Calendar Overview

Events represent how marketers/liaisons are engaging their customers, as well as providing a reference point for call/visit notes. The calendar is a quick way to view your events. 

Default View

By default the calendar will display your calendar for the current month. You can change the calendar shown by:

• Adjusting the month displayed
• Adjusting the time period shown - month, week, day, list
• Filtering by Event Type - Meeting, Cold Call, Phone, etc.

Events that have not been completed will be shown in blue. Events that have been completed will be shown in green with a checkmark.

Note: An event will not show as Complete until a note has been added and the event is marked complete

Shared Calendars

If you have access to other calendars, you will have a drop down of those users on the left side of the page under Shared Calendar.  

• Select another user's name
• Click Go

Event Actions

By Right Clicking on an Event you can:

• Edit an event
• Edit the event series
• Add call or visit notes
• Mark event complete
• Duplicate an event
• Delete a single event
• Delete a series of events

Related Articles:

• Marketer Quick Start Guide: Scheduling Events [videos]
• Marketer Quick Start Guide: Completing Events [videos]
• Marketer Next Steps: Doing More on Mobile [videos]