Scheduling activities for other users
If you share your ClientLook CRM account with other members of your team, then sharing calendars and scheduling things for other people is simple.
View a shared calendar
A ClientLook calendar displays future activities. To view calendars for yourself and your team, simply click the “Activities” menu at the top of the screen. This opens your calendar of events as well as your task list. You’ll notice a drop-down list of user names in the upper left corner. Your name is selected by default, but you can select anyone else on your shared account from this list. Their events and tasks will be displayed, assuming that they have chosen to share those items with you.
Scheduling for a team member
Creating an event or task for a team member is as simple as 1-2-3:
1. Navigate to the contact, deal or property record that you want to relate the activity to. For example, if you want to have your assistant Anne make a follow-up call with Bob Smith next Monday, then you would open Bob’s record.
2. Click on the “Activities” tab, and you will see a list of all currently scheduled appointments and tasks that involve Bob. Click the “Schedule an event” or “Schedule a task” button. (An event has a date and time, where a task simply has a due date. Think of events as appointments and tasks as “to-do” items)
3. Type in the subject of the item, choose the date and then in the “Assign event to” or “Assign task to” list, you would choose Anne’s name. (If her name is not there, that means you aren’t sharing an account – let us know and we can merge your accounts together.)
Do even more
You have now added that follow-up call on Bob Smith’s record and placed it on Anne’s calendar. You could even choose to relate it to a deal you’re working on or a property in your database by using the “Related deals” and “Related properties” boxes. Simple!