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How can I add other users or groups to the Team Calendar?

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You can add both users or groups to the Calendar. Follow these steps to do so:

  1. Log in to your CRM account.
  2. Click the Calendar icon on the top right of the screen.
  3. Go to Team Calendar on the left of the screen.
  4. Click the + icon next to Team Calendar.
  5. Click the Select User/Group dropdown and choose the user or group you wish to add to the Calendar view.
    • Note: The users/groups displayed in the dropdown depend on their calendar sharing rules.
  6. Select any color under Select Calendar Color. All the records of this particular user or group will be displayed in this color on the Calendar view. 
  7. Click Save.

When you enable the checkboxes of the user or group, individual events will be displayed on the Calendar view on the right.

To know more about the Calendar page, click here.

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