Connecting your Exchange Calendar with Sell

If you already use a Microsoft Exchange account to manage your appointments, tasks, and contacts, you can connect your Exchange account with Sell, which will sync Sell with Exchange. This enables you to use both Sell and Exchange together to manage your customer relationships and sales pipeline.

Setting up a calendar with Google Calendar is described in Integrating your Google Calendar with Sell.

Note: To connect an Exchange calendar with Sell, Exchange Web Services (EWS) must first be enabled for the Exchange account.

To connect your Exchange calendar with Sell

1. Click the Settings icon (), then select Integrations > Calendars.
2. Click + Add Exchange Calendar.

   

3. Sign in with your Microsoft account

4. Enter the calendar account settings. This includes entering a name for the calendar as it will appear in Sell and which calendars you want to be visible in Sell. Choose the calendar for your Exchange account.

5. Next, click the Default Calendar drop-down list and select the calendar you just selected as the visible calendar.

   Note: If you leave the dropdown selection as 'Sell Calendar', your appointments will not sync with Exchange.

6. Click Complete Account Setup and the Exchange calendar will appear on the Calendar Accounts page in Sell.

All of the appointments contained in the integrated Exchange Calendar will now appear as appointments in the Calendar page in Sell (your Exchange calendar is now the default calendar in Sell). Additionally, if those appointments contain attendees whose email addresses match leads or contacts that already exist in Sell, they will be matched and the appointments will appear on each lead’s and contact’s cards. 

Note: Private appointments are not supported in Sell. All integrated appointments are visible based on Sell view permissions. When a user has permission to view a lead or contact in the account, they are able to see any appointments listed on that record.

On the Calendar Accounts page you can also add a logo that will be included in email invites for new appointments.