Sage Sales Management

What is the calendar?

How to access your calendar

In what viewing formats can I see the calendar?

What does the map option on the calendar menu do?

How to add an event

How to add attendees to an event

What can you see from the detail of an event?

How to do a Check-in if a visit has been scheduled on the Calendar?

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Outlook Calendar Synchronisation via CalDAV

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Sync your calendar and optimize your day’s route

Calendar

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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