Calendar

View the Calendar
The Calendar page gives you a heads up view of all the sales reps' appointments for one day. You can move forward and backwards by one day by clicking...
Wed, 21 Dec, 2016 at 1:58 PM
Create an Appointment
You can create an appointment from the Calendar page. When entering the lead, start typing their name and it will auto populate with potential names...
Tue, 5 Jul, 2016 at 5:23 PM
How Events Sync with ABC Financial / DataTrak
Lead Dolphin syncs with DataTrak every 30 minutes to pull down Calendar Events. Due to limitations of the ABC api we can only sync based on the scheduled...
Fri, 24 Feb, 2017 at 3:17 PM
Sync your Lead Dolphin calendar with Google Calendar
How to sync your Lead Dolphin club calendar with your own Google Calendar Start by going to your calendar page and clicking on Export Clu...
Fri, 21 Oct, 2016 at 4:37 PM
Sync your Lead Dolphin calendar with Outlook
To sync your Lead Dolphin calendar with Outlook you need to download a small file which tells Outlook how to communicate with your Lead Dolphin c...
Fri, 21 Oct, 2016 at 4:38 PM