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Meeting planner
To speed up the planning process, a meeting planner tool is available on the Enter New Appointment page.
You can schedule a meeting and invite your colleagues.
- Go to Calendar, and click New Appointment. Your user name is already selected as an attendee in the meeting planner.
- Link the meeting to a person in Sage CRM. To invite colleagues, search for the names in the User field and click Add. They are displayed in the meeting planner. Conflicts with the current meeting are highlighted in red. Hover over the overlap to see more details of the meeting.
- When you've filled in the relevant details for the communication, click Save. In the Team CRM calendar, an appointment icon is displayed for each invited user.
You can't create meetings which last more than 24 hours.
See Also:
Creating a task
Reassigning an existing task to a colleague
Scheduling a task for a colleague
Navigating your calendar
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