How to Schedule Calendar Appointments for Teams

As the team leader, you can schedule appointments on the calendar for any of your team members, as well as reschedule any appointments and reassign the appointments between any of your team members. You can also allow your team members to reassign appointments between themselves and/or edit the appointments.  In this lesson, we show you how to set the permissions for the calendar access and how to set, reschedule and reassign appointments for your team members.  

PLEASE NOTE THAT IN APRIL, 2022, a New Navigation tool was added to EngageMore CRM.  Training tutorials for Teams has not yet updated. However, it's okay, don't worry!  The only thing you need to know is how to navigate to the team management tools as it is different from the tutorials.  Once you get to the team management tool area, everything else in our training is the same. 

To get to the Team Management tools, hover over the profile photo in the upper right side of the screen and click on MY TEAM.  

Then click Manage Team Settings to add or manage a team member, or sign is as your team member from this screen. 

If you have questions about team management, please contact support@engagemorecrm.com.  Thank you!