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Frequently Asked Questions aero-right Calendar aero-right Calendar

Calendar

Calendar Updated on April 10, 2019

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:

  1. Log into your Benchmark CRM account.
  2. Click on the dropdown arrow from your Username.
  3. Select Calendar.

The different calendar views are reflected as tabs on the top of the page:

Multiple Views

  • Month
  • Week
  • Day
  • Agenda

Calendar provides filtered views

Activities

  • Task
  • Events
  • Calls

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.

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