WPCRM Online Help Center

Creating an Appointment in Outlook, then syncing

Creating an Appointment in Outlook, then syncing

Previous topic Next topic  

Creating an Appointment in Outlook, then syncing

Previous topic Next topic  

 

1.Go to your Microsoft Outlook Calendar.

2.Find the date you'd like to make an appointment on. Click that date on the Calendar. Then click the New Appointment button on the Outlook Calendar home tab buttons.

    clip0285

3.Fill in all appointment information. Then click the WPCRM tab. Click the Sync with WPCRM button.

 

    clip0286

 

4.Once the appointment is synced, a purple bar, with Synced with WPCRM written on it, will display across the Appointment information.

 

    clip0287

 

5.This Appointment is now Synced.