Calendar and Activities

Smart calendar management makes time your ally. We’ll show you how to use EspoCRM’s built-in calendar to schedule and manage your daily activities.

In this video guide, you’ll find out how to:

• organize tasks, meetings, calls, and custom events in a calendar;
• use Month, Week, Timeline, and Shared Views;
• quickly reschedule and view activity details;
• add Calendar and Activity dashlets to your dashboard;
• use Activity & History panels to track interactions.

Take control of your schedule and improve collaboration.

• Accounts
• Contacts
• Leads
• Opportunity Tracking
• Calendar and Activities
• Data Import
• Using Print to PDF
• Reports and Analytics
• Data Export
• Security Roles
• Entity Manager
• Dynamic Logic Configuration
• Working Time Calendar Organization
• Meeting Scheduler Configuration
• Web-to-Lead Guide
• Customer Portal Administration
• Workflow Management
• Business Process Management (BPM)