Exchange Calendar Syncing
Once you have set up your Exchange account in eLEADS it will begin to sync.
Activities set in EnquireLEADS
- Activities set for SPECIFIC TIMES set in eLEADS will sync to the Exchange/Outlook calendar
- ALL DAY appointments set in eLEADS will sync to the Exchange/Outlook task section
- Activities set in EnquireLEADS will include the link to the activity and the link to the prospect, contact or referral it is assigned to
Appointment and Tasks set in Exchange/Outlook
- Appointments for SPECIFIC TIMES set in Exchange/Outlook calendar will show in eLEADS as activities during the day
- Appointments set for "all day" in Exchange/Outlook will block out the entire day chosen in eLEADS (i.e. an all day activity in Exchange/Outlook for 8/17/13 will block from 12am - 11:59pm on 8/17/13 in eLEADS)