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Navigation: CANVASSING AND PROSPECTING > PROSPECTS > Outlook Synchronisation

Create a Central Calendar of All Meetings

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You may want to maintain a centralised schedule of all meetings set up in thankQ that everyone in the office can view. This can be done by setting up a General user in both thankQ and Outlook. Other users in the office can then be granted access to the General users Outlook Calendar. In the following example let’s call this General user Meetings

1.Set up a Meeting user profile for Meetings in both thankQ and Outlook

2.When a meeting is set up in the Contact Meeting form the Outlook Sync field is changed to show the Meeting user Meetings

3.All users have access to the Meetings profile in Outlook and are able to see the meetings that have been scheduled in Outlook Calendar