The Follow Up Boss calendar syncs with the connected Gmail or Office 365 calendar to stay on track with appointments and events in the office and on the go.
Each month can be viewed by toggling to the left and right at the top of the calendar.
Tasks are displayed on the left-hand side of the calendar and on the specified day in orange. Tasks can be marked complete by clicking the checkbox to the left of the task.
Appointments are displayed on the left-hand side of the calendar. Appointments created in Follow Up Boss will appear in red. Email-originated appointments will appear in green.
To add an appointment, click "+ Add Appointment" on the upper right-hand side of the calendar. To edit an appointment, click on the appointment > "Edit Appointment." For more information, check out Appointments & Events.
Deal close dates are displayed on the calendar in purple.
Custom Dates are displayed on the calendar in pink.
Deal Custom Dates
Deal Custom Dates are displayed on the calendar in pink.
By selecting the filters option in the upper right-hand corner, each calendar event or appointment can be toggled for custom views. Admin users can filter to view team member calendars in the upper right-hand corner if the user has shared their calendar within their settings. For more information, check out Calendar View & Appointment Setting | Teams.
Calendar + App