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Status Planned
Created by Guest
Created on Sep 28, 2018

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit SPA-I-1506 CRM calendar.

CRM Calendar with 2-way Outlook Integration Merged

Customer made an enquiry online after being put in contact with us from Unleashed. He was looking for his outlook calendar to have a 2-way sync with a calendar inside the CRM so he had a one shop stop system where he could manage his calendar invites as well as orders and general CRM stuff

  • Guest
    Reply
    |     Oct 27, 2021

    2-way Outlook integration is essential for our business. We won't be making appointments through prospect unless this is a function

  • Guest
    Reply
    |     Oct 23, 2020

    Auto-synch would be very useful. Current link very clunky.

  • +8
5 MERGED

Link Outlook calendars so that all staff can see availability

Merged
It would be great if we could link an outlook or office 365 accounts to ProspectSoft so if someone is making an appointment they can see staff calendars and what their availability is.
Guest over 2 years ago in CRM App 0 Planned
1 MERGED

Prospect to Outlook Calendar Sync

Merged
Prospect should have a calendar which talks to outlook. When sales reps are doing their CRM I worked on a fantastic system. When you logged a meeting it went into your outlook as well and the system had its own calendar so you could also put other...
Guest over 1 year ago in Other 0 Planned