- Click “Calendar” located on the top toolbar.
- Click the “+” button in the top right-hand corner of your screen.
- Pick from one of the following options in the drop down: “Appointment”, “Follow-Up”, “Task”, “Other” or “Unavailable”.
- Add event information such as title, date, recurring/all day, description, color, and if you would like to send an invite.
- To connect a contact to the event, click the “Connect Contact” drop down to pick a contact name to connect the event to.
- To share this event with another agent, click the “Shared with” drop down to select an agent’s name.
- Click “Create.”
Adding a Calendar Event Print
Modified on: Tue, 29 Mar, 2022 at 4:56 PM
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