How can I enable my sales reps to see appointments from a shared calendar? How do I display appointments from a shared calendar on leads, contacts, and deals? Can my users also add appointments to a shared calendar from Sell?
Each user can only add appointments to the calendar they integrated in their settings. Other users in the account cannot book appointments on the calendar of another sales rep. However, if two users have visibility on the same lead, contact, or deal, they can both see any scheduled appointments on the record.
If you need a shared calendar for your Sell users to invite other Sell users to appointments with leads or contacts in Sell, follow the steps below:
- Create a shared calendar outside of Zendesk Sell (in Google or Exchange).
- Enable visibility and creation capabilities (outside of Sell) for all sales reps who need access to the calendar.
- One user in Sell can integrate the shared calendar (Google or Exchange) in their calendar settings so that all appointments sync to Sell leads and contacts across the entire account. Alternatively, all users can still integrate their own personal calendar as their default calendar. Ensure that each user checks the box next to the shared calendar in their Settings > Integrations > Calendars > Edit account > Visible Calendars and click Save.
- Every appointment should be added to the Google or Exchange shared calendar outside of Sell and the appointment will automatically sync to existing leads and contacts in Sell. If a user can view the Sell lead or contact, they can also see all the appointments.