Activities and reminders

Activities and reminders

4

Lessons

26 min

Expert

Start using your calendar to manage all your meetings and tasks in one organized and unified platform.

Start First Lesson

Summary

In this course you'll learn how to add and manage all your calendar activities. You can use different calendars to decide who's meetings you'd like to show, use your agenda to quickly manage your day, and even sync your outside calendars and contacts so that you can manage them in one place.

Lessons in this course

Creating calendar activities

Use Fireberry’s calendar to easily manage your calendar activities alongside the rest of your CRM. You’ll be able to create tasks and meetings for yourself, your colleagues, your partners, and of course your customers all in one platform.

Managing your calendar

Choose which calendars are displayed to check the availability of your colleagues and shared resources. Set up your calendar display according to your work schedule.

Managing your daily agenda

Use your daily agenda to manage your tasks and meetings with ease. Check your upcoming activities, quickly access relevant records, and even manage your tasks' statuses or due dates.

Syncing your contacts and calendars

By syncing your contacts and calendars, you can use one unified platform for all your work activities. Choose which types of data you want to sync and in which direction.