CRM FREE contact management                        

Adding Items to Your Calendar

In CRM FREE you can add items to your calendar for a contact, project or a personal item. These can be to-do items, follow ups with a contact, meetings or appointments, calls, days out of the office or anything else you need to remember and track. You can enter just a date for tasks or to-do items or enter a specific time for meetings, calls etc.

With the paid version of CRM-FREE you can also set alerts for each calendar item. You can be reminded by email, text message or a pop up alert in the database while you are working. Use any or all of the alerts to make sure you don't miss that important call or meeting. Days can be hectic but these simple and easy to set reminders make sure things don't slip through the cracks on you.

Each calendar item that hasn't been completed for each contact or project is visible on their record and you can also click to see all completed and non completed items as well.

CRM FREE add calendar item

Contact Management
    Important Dates
    Custom Fields
    Import & Export
    Capture from Web Forms

    Adding Items
    Calendar & Lists

    Creating New Contacts
    Adding Notes
    Adding Calendar Items
    Linking to Contacts

    Using Projects
    Linking to Contacts

Document Storage

    User Access

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