1.1 Basic Navigation
1.2 Home Page
1.3 Report Builder
1.4 Dialer
1.5 Tasks
1.6 Commissions
1.7 Calendar
1.8 Search
1.9 Create Account
1.10 Site Settings
2.1 Account Types
2.2 Side Bar & Account Header
2.3 Details
2.4 Documents
2.5 Applications
2.6 Attachments
2.7 Calendar
2.8 Email
2.9 Policies
2.10 Comments
2.11 Activities
2.12 Custom Forms
2.13 Tags
2.14 Account Owners and Editors
3.1 Users & Groups
3.2 Carriers
3.3 Custom Fields
3.4 Field Displays
3.5 Custom Forms
3.6 Email Templates
3.7 Email Campaigns
3.8 DocGen
3.9 Policies
3.10 Tags
3.11 Workflows
3.12 Commissions
3.13 Google & Outlook Integration
3.14 Calendar Integration
3.15 Data Importer
3.16 Notification Templates
Account: Add an Individual to a Group Account
Account: Create an Account
Config: Add a Custom Field
Email: Cancel a Scheduled Email
Email: Create an Email Campaign
Email: Reschedule an Email
DocGen: Create a Template Form
The Calendar is a powerful and integrated organization tool where you create, view, and edit calendar events and tasks. You can also overlay coworker calendars to ensure no conflicts are scheduled.
Account specific calendars can be access from the Calendar Tab on the Account.
Related: * Calendar Tab on Account * Google & Outlook Integration * Calendar Integration
