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How to create meetings, reminders and tasks in the calendar

Organize commitments and next steps in a calendar connected to your sales work.

Before you start

  • Internal ProleadSync reminders are not sent to Google Calendar. Connect Google Calendar when you also need to view external events.

Step by step

  1. 1

    Open the Calendar

    Select Calendar in the menu and choose Day, Week or Month.

    ProleadSync Calendar in month view with the New reminder button.
    The calendar gathers internal reminders and connected Google events.
  2. 2

    Create a reminder

    Select New reminder or choose a date. Write a specific title and set the date and time.

  3. 3

    Connect it to the context

    Associate the lead or task when that option is available. Add only the information needed to understand what to do.

  4. 4

    Save and confirm it

    Save the reminder and check that it appears in the selected period. Use search when you need to find it later.

If something does not work as expected

A Google Calendar event is missing.

Confirm that Google Calendar is connected and the correct calendar is active in settings.

The reminder is on the wrong day.

Open it and check its date, time and account time zone.

Next steps

Still have questions?

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