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Book Overview & Buying
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Table Of Contents
Infusionsoft Cookbook
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Each user has a calendar that will show any scheduled tasks, appointments, or sales opportunities. The calendar settings can be configured to ensure smoother daily operations.
Depending on your job function, you may rely heavily on the calendar to plan and take action. By setting up the calendar to the user's specifications, it ensures that they will have the best user experience while performing their daily activities.
While looking at a user's calendar, there are visual cues to inform what kind of item is in a time slot. A task will be symbolized by a checkmark. An appointment will be symbolized by a tiny calendar symbol. A sales opportunity will be symbolized by a $ sign.
The following screenshot shows the three items in a time slot:

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