Calendar
Get an overview of what is happening in your business on any given day. If you are hosting events you can easily see how many people are attending. Get an overview of CRM activities and email campaigns scheduled to be sent.
Creating a Calendar Event/Appointment
Exercise 2A: Create a Calendar Event:
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Open up your GreenRope account
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Click on the "Guide Me" button
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Complete the “Create a Calendar Event” exercise
For reference, here are the steps to create an event:
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Open up your GreenRope account
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In the group drop-down list, select the group your email template is saved in
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Click on Calendar
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Click on the date you wish to add your event/appointment to
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Enter the Event Title
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Select an Event Type
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Enter a Start Date/Time
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Enter an End Date/Time
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Select a Location
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Select “New” to create a new location
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Enter Max Attendees
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Enter -1 for unlimited
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Click Save and Close
Calendar Event Sharing
Sharing your calendars on your website is a great way to interact with you clients.
Exercise 2B: Calendar Event Sharing
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Open up your GreenRope account
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Click on the "Guide Me" button
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Complete the “Calendar Event Sharing” exercise
For reference, here are the steps for calendar event sharing:
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Open up your GreenRope account
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In the group drop-down list, select the group your email template is saved in
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Click Calendar
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Scroll to the bottom of the page
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Use the different links found under “Calendar Sharing” to share your event calendar on different platforms.