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

SugarCRM
6.4K subscribers
17 views 3 months 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
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Efficiently Organizing our days on the road using the mobile app.
0Likes
17Views
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

6.4K subscribers