Microsoft Outlook Calendar Integration

Web Connect provides a way to view Opportunities, Tasks and Sales Calls in a convenient calendar view. You can filter the view and even drag and drop events to other dates on the calendar making it simple to manage business-related events as schedules change.  You can also view that same calendar within Outlook or any other email/calendar/collaboration application that can consume iCal/ICS calendar feeds.

Having the ability to overlay your personal and business calendar events in one convenient view gives you a clear and concise display of any potential scheduling conflicts and allows you to plan upcoming events. To enable this feature, current Web Connect subscribers can go to the Calendar Settings inside Web Connect, consult the on-line Web Connect Help documentation or contact us for assistance.

Posted in CRM, Opportunities, Sales Dashboard