Welcome to the RocketCRM calendar setup guide! This document will help you get started with using the calendar feature in RocketCRM to organize your schedule, manage appointments, and enhance productivity.

1. Log in to your RocketCRM account.

2. Navigate to the dashboard.

3. Locate the calendar icon in the main menu.

To ensure all your events are in one place, you may want to sync RocketCRM with your existing calendar.

1. Go to the calendar settings.

2. Select the option to sync with Google Calendar, Outlook, or another calendar service.

3. Follow the prompts to authorize access and complete the sync.

Creating events in RocketCRM is straightforward.

1. Click on the date you want to schedule an event.

2. Fill in the event details:

- Title of the event

- Date and time

- Description (optional)

- Invitees (if applicable)

3. Save the event.

To stay on top of your schedule, set reminders for your events.

1. Open the event you want to add a reminder to.

2. Look for the reminder settings.

3. Choose how far in advance you want to be notified (e.g., 10 minutes, 1 hour, 1 day).

4. Save your changes.

Organizing your calendar can help streamline your workflow.

- Use different colors to categorize events (e.g., meetings, deadlines, personal).

- Regularly review and update your calendar.

- Delete or reschedule events as needed to keep your calendar current.

RocketCRM calendar may offer additional features to enhance your experience.

- Share your calendar with team members to improve collaboration.

- Utilize recurring events for regular meetings or tasks.

- Integrate task management features to link tasks with calendar events.

Setting up your RocketCRM calendar is an essential step in managing your time effectively. By following these steps, you can streamline your scheduling process, keep track of appointments, and enhance your productivity. Enjoy using your new calendar!