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Activity and Calendar

New Member
Posts: 1
Country: USA

Activity and Calendar

I am pretty new the ACT although I used it years ago.


I am a professional speaker and when a client contacts be for a booking I setup a Contact and an Opportunity (custom fields). What I'd like to be able to do is update the calendar with the potential booking date or when the contract is signed update the calendar.


It is import when a client contacts me about a date that I am able to see if I am available by looking quickly at the calendar.


Currently I manually add an Activity but it not the best fit.


Any suggestions?

Posts: 1,379
Country: United_Kingdom

Re: Activity and Calendar

What is it about the current use of Activities that doesn't work for you? If you're wanting to be able to see your upcoming events/availability at a glace, then usually I would absolutely recommend creating Activities for each and checking the calendar.