Integrate your Microsoft 365 Outlook calendar

Learn how to open My Agenda in CRM to review the tasks, meetings, business notes, phone logs, and personal appointments scheduled for the next seven days. Filter or search the list, open overdue activities and mark them completed, change the timeframe, and add new activities. You can also choose in your account settings to receive your agenda by email at a set time.

Learn how to use AI voice generated activities in CRM to capture customer updates by speaking instead of typing. You record your update, review the transcription and the activities Phocas suggests, such as a meeting, business note, or follow-up task, then edit them, clear any you don't want, and add them to CRM on desktop or mobile.

Learn how to track deals, bids, quotes, projects, and other sales items as they move through the stages of a CRM pipeline. Switch between pipelines, filter the board by owner, campaign, or team, and search for items. Add new items, update their details, drag cards between stages, and log activities such as meetings, phone logs, and tasks to keep the pipeline current.

Learn how to turn a customer segment into follow-up work by selecting customers from the grid and choosing Create CRM Activities. You choose the activity type, fill in details such as subject, owner, dates, campaign, and status, and then review the new tasks in the CRM activities list, where each one includes summary context from Sales Insights.