If you haven’t connected your email account to Freshsales, you can still sync only your calendar. But you can opt to sync your Office 365 calendar at the same time. Your calendar can be of an entirely different email account or even a different email service.įor ex, the account you use for email conversations can be a Gmail account. This same account’s calendar need not necessarily be synced. You can use a Gmail, Office 365, Zoho mail or any other email for email communication in Freshsales. You can connect your calendar to this account anytime later by using the Calendar drop-down.Ĭan I use different accounts for my calendar and email sync? Or you can just disconnect the calendar for now by choosing the Do not sync option from the calendar drop-down. If you want to sync to this account sometime later, you’ll have to login to your respective email all over again. Permanently remove the calendar and the email account associated with it by clicking the Remove button. You can create these appointments the next day. Once this limit is reached, no more appointments get added to the calendar. Management: The act or process of organizing, handling, directing or controlling something. Outlook Management Outlook: A family of Microsoft email and calendar products. A maximum of 10,000 reminder emails(1 for each attendee of an appointment) is the Microsoft limit for a given day. OR can I share Office 365 calendar with a non subscriber allowing them to edit calendar ie: non employee booking person. Only attendees of the Freshsales appointments are captured in the events created in Office 365.Īll days appointments in Freshsales are created as all day events in Office 365.Īll attendees are notified by an email reminder. The Related to field values are not synced. None of the past appointments are synced to Office 365. Incase, there are more than 1000 events in the past year, only the recent ones till the cap of 1000 are synced.Īll Freshsales appointments scheduled for the next three months are created as events in your Office 365 calendar. These events will not include anything before the past 1 year. The synced appointments are associated to the respective Leads or Contacts.Ī total of 1000 past events are fetched into Freshsales. If you want to switch to Google calendar, then you need to Remove the current account and then choose Google calendar from the screen.Īll Office 365 events scheduled for the next three months are added as appointments inside Freshsales. If you want to switch to a different Office 365 account, then just click the edit icon present in the strip that shows the email account that’s connected currently. Say, you’ve currently synced an Office 365 account. This option lists only those calendar accounts that have been synced at least once before with Freshsales. i.e, if you use more than one calendar to manage your business, this drop-down comes in handy. Right below the card that displays your connected email address, you have a calendar drop-down. Select the calendar that you want to sync with from the calendar dropdown. Grant the required access permissions and you are all set to sync your calendar.Īfter connecting your outlook email, you are directed back to Freshsales. Once you opt for Office 365, you are asked to login to your outlook account. This takes you to the tab where you can choose to sync the calendar of your choice - Google or Office 365. This being a 2-way sync, ensures that all your appointments from Freshsales are added as events to your Office 365 calendar too.Īll users(sales reps) of a given Freshsales account can enable this calendar sync.Ĭlick your profile picture > Sync your calendar. No more shifting tabs betweens the two apps-Freshsales and Office 365 You can get all your scheduled events from your Office 365 calendar as appointments inside Freshsales. After the connection is complete, you'll see that your account has been connected and your personal events now affect your work or school availability.Īfter you close the Add personal calendars window, you'll see your connected account in the navigation pane in Calendar.Īfter you've added a calendar, you can go to your calendar list and change the color or add a charm by using the More menu next to the calendar.Office 365 calendar can now be synced with Freshsales. You'll see a message that tells you your account is being connected or that you need to authenticate that account. Select Add personal calendars, then choose a personal account to add. In Outlook on the web, go to Calendar and select Add calendar. For more information about managing your personal calendar in your work or school account, see Show personal events on your work or school calendar. It also lets you include your personal calendar events in your work or school availability for people in your organization who are scheduling events with you using the Scheduling Assistant in Outlook. This lets you view and manage the calendar in that personal account when you're only signed in to your work or school account. You can connect a calendar from one or Google account to your work or school account.
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