Since effective time management is the secret to boosting your productivity, our Agent CRM includes a To Do list with Tasks to help you prioritize Tasks and make the best use of your time.
Your Tasks can also appear in your chosen calendar app using our calendar integration. Once this easy integration is set up, any Tasks you add to your Agent CRM will automatically appear in your Google, Outlook, or Yahoo calendar, keeping you on top of all your activities associated your work and your leads.
Here’s everything you need to set this up with your Agent CRM and popular calendar apps.
Google, Outlook, & Yahoo Calendar Integration
To sync Tasks with any of these calendars, just follow the steps provided in our Agent CRM email and calendar integration article.
Apple Calendar Integration
You can easily integrate with Apple calendars by using a free Google account to integrate with your Agent CRM. Your Apple calendar can then sync with your Google calendar so your CRM Tasks appear in your Apple calendar.
1) Create a Gmail Account
Create a free Google Gmail account. Your Google account will include a Google Calendar. Skip this step if you already have a Google account.
2)Set Up The Google Calendar Integration
Follow the Google Calendar integration steps >
3) Sync Apple Calendar With Google Calendar
Follow these steps to sync up your Apple calendar with your Google Calendar:
Sync Apple Desktop/Laptop calendar >
sync iPhone & iPad calendar >
What Is Apple iCloud?
If you use multiple Apple calendars on different devices, Apple’s iCloud Calendar will keep them in sync.
Support Resources
Our support center is full of resources like our searchable Knowledge Base and training webinars to help you get the most value from your account. View the Support Center >
Learn More
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