Our CRM calendar allows you to keep all your important data in one place. Giving you the ability to mark reminders for tasks, calls, and events. Stay organized by adding reminders on a daily, weekly, and monthly basis.
To access your Benchmark CRM Calendar follow the steps below:
The different calendar views are reflected as tabs on the top of the page:
Calendar provides filtered views
Note: The calendar shows items and data you have added, this view is only available for you.
Click Here to learn how to create views from tags in the Benchmark CRM.
If you have any questions regarding your CRM calendar, please feel free to contact our Support Team via chat or email.