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Appointments and Tasks
Appointments and Tasks
Show me how to:
Create a task
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Create an appointment
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Schedule a callback
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Understand the Communication fields and icons
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Check my own calendar
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Check a colleague’s calendar
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Review the contact history with a person or company
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Review notifications
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Change the status of a task or an appointment
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Find a communication
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Add attachments to tasks
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Invite external attendees to a meeting
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Create a recurring task or appointment
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Synchronize my CRM and Outlook calendars
.
See my colleague’s availability for an appointment
.
Deleting a communication
.