Sign in to confirm you’re not a bot
This helps protect our community. Learn more

Efficiently Organizing our days on the road using the mobile app.

SugarCRM
6.39K subscribers
<__slot-el>
<__slot-el>
10 views 1 month ago
In the first session of the series, we will be focusing on using My Calls to prepare your calendar externally. During this session we will be covering; • How to add meeting notes using the MyCalls feature. • Booking in, actioning and completing follow up appointments. • Managing your diary on the road • Generating calls into your diary for upcoming weeks. ...more
...more
Efficiently Organizing our days on the road using the mobile app.
0Likes
10Views
Mar 72025
In the first session of the series, we will be focusing on using My Calls to prepare your calendar externally. During this session we will be covering; • How to add meeting notes using the MyCalls feature. • Booking in, actioning and completing follow up appointments. • Managing your diary on the road • Generating calls into your diary for upcoming weeks.

Follow along using the transcript.

SugarCRM

6.39K subscribers