Table of Contents

Table of Contents ......................................................................................................................................... 2

Getting Started ............................................................................................................................................. 4
Sales panel .................................................................................................................................................... 7
Leads......................................................................................................................................................... 8
Add a lead ............................................................................................................................................. 8
Action ................................................................................................................................................... 9
Opportunities List ................................................................................................................................... 21
Add an Opportunity............................................................................................................................ 21
Action ................................................................................................................................................. 22
Accounts List........................................................................................................................................... 26
Add an account................................................................................................................................... 26
Action ................................................................................................................................................. 27
Contacts List ........................................................................................................................................... 36
Add a contact...................................................................................................................................... 36
Add a category.................................................................................................................................... 37
Action ................................................................................................................................................. 37
Action Button ..................................................................................................................................... 46
Campaigns List ........................................................................................................................................ 48
Add a campaign .................................................................................................................................. 48
Sort the list ......................................................................................................................................... 48
Action ................................................................................................................................................. 49
Tasks list ................................................................................................................................................. 52
Add a Task .......................................................................................................................................... 52
Action ................................................................................................................................................. 53
Task summary section ........................................................................................................................ 61
Activities list ........................................................................................................................................... 66
Add a new activity .............................................................................................................................. 66
Action ................................................................................................................................................. 66
Web forms list ........................................................................................................................................ 71
Add a Web Form................................................................................................................................. 71
Action ................................................................................................................................................. 71

Customer Service........................................................................................................................................ 77
Accounts and Contacts ........................................................................................................................... 78
Case Management.................................................................................................................................. 78
Configure email .................................................................................................................................. 78
Add a case........................................................................................................................................... 79
Action ................................................................................................................................................. 80
Update incoming cases....................................................................................................................... 87
Solutions list ........................................................................................................................................... 89
Add a solution..................................................................................................................................... 89
Action ................................................................................................................................................. 89
Email Marketing ......................................................................................................................................... 94
Mailing list .............................................................................................................................................. 95
Add a mailing list ................................................................................................................................ 95
Add a message.................................................................................................................................... 96
Action ................................................................................................................................................. 96
Draft Messages List .............................................................................................................................. 101
Add a draft message ......................................................................................................................... 101
Action ............................................................................................................................................... 101
Sent Messages List ............................................................................................................................... 106
Add a new message .......................................................................................................................... 106
Action ............................................................................................................................................... 106
Queued Messages List .......................................................................................................................... 111
Add a new message .......................................................................................................................... 111
Action dropdown .............................................................................................................................. 111
Calendar ................................................................................................................................................... 115
Add events ........................................................................................................................................ 115
Configure your calendar with Google calendar................................................................................ 116
Synchronize with Google .................................................................................................................. 116
Agenda.............................................................................................................................................. 118
View current calendar period........................................................................................................... 118

Getting Started
CRM stands for Customer Relationship Management but sometimes many businesses call it
Customer Really Matters. activira.com CRM Tool helps to keep track of your customers, observe
their behavior towards your business, receive feedback from them and instantly fulfillcustomer
requests. activira.com CRM tool helps you to attract more customers to your business and once
achieved, will allow you todevelop the relationship and increase loyalty.

activira.com CRM Tool can be accessed on the main menu of the system:

The CRM Tool consists of four main sections:

Sales manage your sales activities with customersand prospects, run sales and marketing
campaigns, create web forms to register new leads and schedule follow up activities.
Customer Serviceallows you to manage yourcases, solutions, accounts and contacts in this section.
Email marketing allows you to mass mail to your leads, clients and contacts for marketing and
advertising purposes.
Calendaruse this handy tool for organizing events and activities. Calendar can be linked and
synchronized with your Google calendar.

The following diagram summarizes the main sections and functions in the activira.com CRM Tool and
how they are connected. You are recommended to review this diagram before starting to use the
CRM Tool.

1.

Leadsare contacts of your potential customers. This is normally the first step when a contact is
registered in the CRM Tool. However, you may add a new contact directly as an
Opportunityand/or aContact.

2.

Leads that show interest in your offer are usually converted to Opportunities. When a Lead is
converted to an Opportunity, an Account and a Contactrecords are created in the CRM Tool.

3.

Opportunities are the chances that your contact might buy your product or gets interested in
your service. Leads are marked as Opportunities to reflect the process of sending quotes, an
invoice or entering negotiations for a sale with the contact.

4.

Accounts are company details of your customers, suppliers, resellers and etc. When a Lead is
converted to an Opportunity, an Account record is automatically created to store the
company details of your contact.

5.

Contacts are your customers, clients, suppliers, resellers and etc. When a Lead is converted to
an Opportunity, a Contact record is automatically created to store the contact details. In fact,
Contacts are all people connected to your company activities.

6.

Email messages that are received from your Contacts are registered as Cases.

7.

Resolved/closed Cases are moved to the Solutions list. It keeps the record of all your
responses to your Contacts.

8.

For each Contact or Lead you may add an Activity, such as Log a call, Schedule an
event/meeting, Add a task or Send SMS.

9.

Campaigns are all marketing and advertising activities that promote your business and
generate potentialcustomers. CRM Tool allows you to create and manage your marketing
campaigns that bring new Leads.

10.

You may use the Mass mailing system as part of your marketing campaign or to send an email
message to your Leads, Opportunities and Contacts in bulk.

Sales panel
Inthe sales panel you can manage your customers, accounts, and leads. You can also organize your
marketing campaigns, create web forms that help increase the sales volumes.
The Sales panelconsists of:
Leads are contacts of your potential customers gathered from different sources.
Opportunitiesare the contacts of that might buy your product or gets interested in your
service.
Accountsare the companies whom you are dealing with, while Contacts, Leads and
Opportunities are the people you are dealing with.Accounts list contain all the information
related to your actual customers and clients.
Contactslist includes details about people who are connected to your companies.
Campaignsare all marketing and advertising activities that promote your business and
generate potential customers.
Activitiesare all the plans based on customers support ranging from logging a call and
scheduling an event such as meetings, presentations and etc.
Web Forms allow you to create a contact form and place it on your website (e.g. Request a
sales quote form). Once the website visitor fills in the form, a Case or a Lead is created in
activira.com CRM.
*Note that not all users are able to have access to CRM section or have access to some of its features
due to user permissions.

Leads
Leads are your potential customers. The Leads list contains a list of contacts, which you treat as your
possible clients.

Add lead
To add a new Lead, go to Leads subsection, and click New Lead button located on top left side of the
page, fill in the form and click the Save button.

Action
By default the Action dropdownis available on the first column of the Leads list. Once clicked,
dropdown gives several options as displayed on the screenshot:

Write a note
You can keep notes for each Lead. Click the action dropdown and select the Write a Note option.

View lead summary

Click the Lead Summary button from the action dropdown to view full information on a Lead.

Assignee
You can assign one of your employees who will be responsible for dealing with theLead and turning it
to an actual customer. To set an assignee for a lead, choose Assignee option from the Action
dropdown and save the selected assignee as displayed on the screenshot:

Change status
You can change the status of your lead to different types such as Attempted to Contact, Contacted,
Contact in the Future and etc as displayed on the screenshot.

Add activity
You can add an activity such as log a call, schedulean event/meeting, add a task or send SMS. Adding
an activity can be done though lead summary view or the Action dropdown.

Look up
In order to get more information about your Leads, you can use Look upfunction which searches the
contact details (or others) usingGoogle Search, Google Maps, Google News, and Hoovers Profile.

Convert into opportunity

Opportunities are the chances that your client might buy your product or gets interested in your
service. Leads are marked as Opportunities to reflect the process of sending a quote, an invoice or
entering negotiations for a sale with the contact.
You can convert your Leads to Contacts either with an opportunity or without an opportunity.
There are different kids of opportunities that you should choose and set the due date of that
opportunity.

Send Sales Quote and Invoice

By clicking on Send Sales Quote or Send Sales Invoice from the Action dropdown you will be
forwarded to Accounting & Finance Section, where you fill in the form and send sales quote or
invoice to your Lead.

Edit subscriptions
You can add a Lead contact to a subscriptions list by choosing Edit Subscriptions option and then
selecting a mailing list where you want to add the Lead.

Edit lead
Click on the Edit a Lead option from the Action dropdown to make changes in the lead details

Delete lead
Choose Delete Lead optionfrom the action dropdown to remove your lead from the list.

Opportunities List
activira.com Opportunities are the chances that your client might buy your product or gets

interested in your service. Leads are marked as Opportunities to reflect the process of sending
quotes, an invoice or entering negotiations for a sale with the contact.
Add an Opportunity
To add a new Opportunity, go to Opportunities subsection and click New Opportunity button
located on top left side of the page, fill in the form and click the Save button.

Action
By default the Action dropdown is available on the first column of the Opportunities list. Once
clicked, dropdown gives several options as displayed on the screenshot:

View an Opportunity Summary

Click the Opportunity Summary button from the action dropdown to view the full opportunity
information in a new window.

Convert opportunity
Opportunities can be converted to a Sales Quote once there is a possibility of selling your
products/services or they can be converted to a project if you want to manage your clients in a
certain project.
You can convert an opportunity to a sales quote or a project by selecting Convert option from the
Action dropdown.

Edit Opportunity
Select the Edit Opportunity option from the Action dropdown make changes to the Opportunity.

Delete an Opportunity
Choose Delete Opportunity option from the Action dropdown to remove your opportunity from the
list.

Accounts List
Accounts are company details of your customers, suppliers, resellers and etc. Account can relate to
several contacts (representatives of accounts whom you can contact to deal with the company).

Add an account
To add a new Account, go to Accounts subsection, click Add button andselect the Add Account
option, fill in the form and click the Save button.

Action
By default the Action dropdown is available on the first column of the Accounts list. Once clicked,
dropdown gives several options as displayed on the screenshot:

ViewAccount Summary
Click the Account Summary option from the action dropdown to view the full account information in
a new window.

Convert account type

Converting an Account allows you to classify an account as a customer, partner, distributor, supplier
and etc. To convert an Account, click the action dropdown and select the Convert option as
displayed on the screenshot.

Add activity
You can add an activity such as log a call, schedule an event/meeting, write a note or add a task.
Adding an activity can be done through Lead Summary view or the Action dropdown.

Send Sales Quote and Invoice

By clicking on Send Sales Quote or Send Sales Invoice from the action dropdown you will be
forwarded to Accounting & Finance section, where you fill in the form and send sales quote or
invoice to your lead.

Edit account
Select the Edit Account option from the Action dropdown make changes to the Account.

Detect Duplicates
The Detect Duplicates option in the Action dropdown helps find accounts with the same name.

Delete account
Choose Delete Account option from the Action dropdown to remove your Account from the list.

Contacts List
Contacts are your customers, suppliers, resellers and etc.The Contacts list stores the details of all
people whoare connected to your company activities. They can be called as contact people.

Add contact
To add a new Contact, go to Contacts subsection, click the Add button and select the Add a Contact
option, fill in the form and click the Save button.

Add category
You can group Contacts into categories. To add a new Category, go to Contacts subsection, click the
Add button and select the Add a Category option, fill in the form and click the Save button.

Action
By default the Action dropdown is available on the first column of the Contacts list. Once clicked,
dropdown gives several options as displayed on the screenshot:

Write a note
You can keep notes for each Contact. Click the action dropdown and select the Write a Note option.

Viewcontact summary
Click the Contact Summary button from the Action dropdown to view the full contact information in
a new window. Alternatively, you can click on the contact names to view the contact details.

Add activity
You can add an activity such as log a call, schedule an event/meeting, add a task, send email, add
opportunity, or send SMS.

Look up
In order to get more information about your Leads, you can use Look up function and searche the
contact details using Google Search, Google Maps, Google News, and Hoovers Profile.

Send sales quote and invoice

By clicking on Send Sales Quote or Send Sales Invoice from the action dropdown you will be
forwarded to Accounting & Finance Section, where you fill in the form and send sales quote or
invoice to your lead.

Edit subscriptions
You can add a contact to a subscriptions list by choosing the Edit subscriptions option on the Action
dropdown and selecting a mailing list to which you want to add a contact.

Edit contact
Select the Edit Account option from the Action dropdown make changes to the Account.

Delete contact
Choose Delete Contact option from the Action dropdown to remove the Contact from the list.

Action Button
Click on the Action button to copy or move the selected Contacts to a category, Delete from a
category, or Delete the Contacts. Make sure you have ticked the Contacts you want to take Action
on.

Campaigns List
Campaigns are all marketing and advertising activities that promote your business and
generate potentialcustomers. This list contains your campaigns that you have launched.

Add campaign
To add a new Campaign, go to Campaigns subsection, and click New Campaign button on the top
left side of the page, fill in the form and click the Save button.

Sort the list

Under the left sidebar, a select box allows you to filter the list of campaigns displayed on the screen.

Action
By default the Action dropdown is available on the first column of the Campaigns list. Once clicked,
dropdown gives several options as displayed on the screenshot:

View campaign summary

Click the Campaign Summary button from the action dropdown to view the full campaign
information in a new window.

Edit campaign
Select the Edit Campaign option from the Action dropdown make changes to the Campaign.

Remove campaign
Choose Delete Campaign option from the Action dropdown to remove your campaign from the list.

Tasks list
The tasks under CRM are the same as under Project management section.The tasks section reflects
all tasks that are related to particular projects.

Add Task
To add a new Task, go to Tasks subsection, and click New Task button on the top left side of the
page, fill in the form and click the Save button.

Action
By default the Action dropdown is available on the first column of the Tasks list. Once clicked,
dropdown gives several options as displayed on the screenshot:

View Task Summary

Click the Task Summary button from the action dropdown to view the full task information in a new
window. Alternatively, you can click the activity task name which is underlined to view the event
details.

Edit a task
Select the Edit Task option from the Action dropdown make changes to the Task.

View Document
Click Documents option from the Action dropdown to view the related documents uploaded. If you
do not have any documents in the list, you can upload a new one by pressing the Upload File button.

Task Notes
Notes option from the Action dropdown allowsto you save notes and comments for each task. You
can make your notes visible for yourself only or the members the task is assigned to. Once a note is
made visible for Public, task members will get an email notification about the note you entered.

Delete a task
Select the Remove option from the Action dropdown to remove a task from the list.

PDF Version
This option from the action dropdown enables you to save the task details in a PDF format.

Timer
Timer will help you calculate the time you spend on a task. Click on the Start button to start the
timer, and Stop button to stop it. Clicking on the Log to timesheet button, the calculated time spent
on the task will be saved in the Timesheet form in the Project Management section.

Task summarysection
Task summary section can be accessed either from the Action dropdown or by clicking the task
name. The section consists of several subsections.

Members involved
In this section you can assign the task one of the members in the dropdown list, enter task
status,time estimates and % completion for the task.

Budget
In this section, you can view the task budget, consisting of the following parameters:

Rate changed date the date when the Wage rate, or the Client Charge rate values have
changed. The Range changed date is taken into account when Actual Wage amount and
Actual client charge amount values are calculated.
Wage Rate (hourly) is the hourly rate of the employee, calculated dividing the monthly
wage by the number of hours in month.
Client Charge Rate is the hourly rate charged to the client.
Estimated time is the estimated time for the task, set in the Members Involved section.
Actual time is the time spent on completion of the task.
Actual wage amount is the Wage Rate (hourly) multiplied by the Actual time value.
Actual client charge amount is the Client Charge Ratemultiplied by the Actual time value.

Documents
List of files attached to a task is provided in this section. You can attach files/documents to your task
by pressing the Upload File button.

Notes
View or add notes to a task. You can make the visibility of your notes as Private (visible only to you)
or Public (visible to all task members). Once you make the visibility Public, select the members that
you want to send an email notification about the note you entered.

Comments
View or add comments to a task. Once you add a comment select the members that you want to
send an email notification about the comment you entered.

Activities list
Activities are your Action on your Leads, Contacts and Accounts such as calls, and events.

Add new activity

To add a new Activity, go to Activities subsection, and click New EventorLog a callbutton on the top
left side of the page, fill in the form and click the Save button.

Action
By default the Action dropdown is available on the first column of the Activities list. Once clicked,
dropdown gives several options as displayed on the screenshot:

View event summary

Click the Event Summarybutton from the Action dropdown to view full information on theevent in a
new window. Alternatively, you can click the Activity subject name to view the event details.

Edit event
Select the Edit Event option from the Action dropdown make changes to the Event.

Delete event
Choose Remove option from the Action dropdown to remove the event from the list. Alternatively,
you can tick the events that you want to remove and press Delete.

Web forms list

Web Forms allow you to create a contact form and place it on your website (e.g. Request a sales
quote form). Once the website visitor fills in the form, a Case or a Lead is created in activira.com
CRM.

AddWeb Form
To add a new Web Form, go to Web Forms subsection, and click New Web Formbutton on the top
left side of the page, fill in the form and click Save button.

Action
Action dropdown is located next to each Web form in the list. The dropdown gives several options as
displayed on the screenshot:

Web form summary

Click the Web Form Summarybutton from the Action dropdown to view the full web form
information in a new window. Alternatively, you can click the web from name to view the web form
details.

Web form Preview

Click on the Web form Preview option to preview the web form as it is displayed on a web page.

Edit web form

Select the Edit Web Form option from the Action dropdown make changes to the Web Form.

DeleteWeb Form
Select the Removeoption from the Action dropdown to remove your Web Form from the list.

Customer Service
Customer Service panel, allows you to manage your cases, solutions, accounts and contacts in this
section.
The customer service panel consists of:
Accounts company details of your customers, suppliers, resellers and etc.
Contacts contact details of your customers, clients, suppliers, resellers and etc.
Cases email requestsreceived from your Contacts.
Solutions a list of resolved or closed Cases.

Accounts and Contacts

Please refer to the Accounts and Contactssections in the Sales Panel of the CRM tool.

Case Management
Cases are email requests received from your Contacts.

Configure email
You can configure email messages to be automatically fetched as cases from your mailbox.Go to
Settingssection, choose CRM settings and thenCase settings. Fill in the form with the mailbox
details.

Enter email address, password, mail server and then choose an assignee and a resolver form the
employee options.
Under Fetching Rules, you can assign a person to certain emails that contain or does not contact a
particular work in the sender/receiver email address. You can also move some cases to trash if they
contain the word indicated.
Finally you test the connection or restart fetching.
All the emails coming to the email address you added will also be visible in cases.

Add case
Normally, cases are received automatically from your customers but you can add it manually by
clicking the New Case buttonon the top left side of the page, fill in the form and click Save button.

Action
By default the Action dropdown is available on the first column of the Cases list. Once clicked,
dropdown gives several options as displayed on the screenshot:

Viewcase summary
Click the Case Summary button from the action dropdown to view the full case information in a new
window. Alternatively, you can click the case subject which is underlined to view the case details.

Edit case
Select the Edit Case option from the Action dropdown make changes to the Case.

Change status
All Cases have a status New by default. A replied Case status automatically changes to Replied.
You can also change the status manually from the Action dropdown as displayed on the screenshot:

Change Priority
By default, the priority for all Cases are set to Medium. You can change the Case priority to High
or Low from the Action dropdown as displayed on the screenshot.

Change Assignee
Change the case assignee by pressing Change Assignee from the Action dropdown and selecting
another assignee from the options provided.

Close Case
Select Close Case from the Action dropdown to close the Case. You can close the Case with a
solutionby filling in solution details. The provided solution will appear in Solutions list.

Remove
Choose Removeoption from the Action dropdown to remove the Case from the list.

Update incoming cases

Click the Get Cases button to fetch new cases from the email address configured in the Settings
section.The page will refreshandyou willsee all incoming Cases.

Solutions list
The Solutions section includes all your solutionsto your Cases.It keeps the record of all your
responses to your Contacts.

Add a solution
Solutions are added automatically once a Case is closed and the solution details are provided on the
Close Case form. To add a new Solution manually, go to Solutions subsection, and click the New
Solution button on the top left of the page, fill in the form and click the Save button.

Action
By default the Action dropdown is available on the first column of the Solutions list. Once clicked,
dropdown gives several options as displayed on the screenshot:

View solution summary

Click the Solution Summary button from the Action dropdown to view the full information ona
Solution in a new window.

Edit solution
Select the Edit Solution option from the Action dropdown make changes to the Solution.

Delete Solution
Choose Remove option from the Action dropdown to remove your Solution from the list.

Email Marketing
Email Marketing section provides mass mailing tools, allowing sending bulk email messages to your
Leads, and Contacts.
TheEmail Marketing panel consists of:
Mailing List contains subscription lists.
Draft Messages contains your saved messages.
Sent Messages contains all sent mass mailing messages.
Queued Messages contains messages that are scheduled to be sent on a certain date and
time.

Mailing list
Use mass mailing tool to send email messages to your Leads and Contacts in bulk. Mass mailing is
available in the Leads and Contacts sections.

Add mailing list

To create a Mailing List, on the Leads or Contacts section tick the contacts you want to add to your
mass mailing list and click the Create mailing list button. The newly added Mass Mailing List will
appear in Email Marketing section.

Add message
To create message for mass mailing, click the New Message button on the top left of the page and
fill in the message details. You can schedule the message to be sent on a particular date and time,
save the massage as a draft, or send the message to selected groups straight away.

Action
By default the Action dropdown is available on the first column of the MailingList. Once clicked,
dropdown gives several options as displayed on the screenshot:

View mailing list summary

Click the Mailing List Summary button from the Action dropdown to view the full mailing list
information in a new window.

Edit mailing list

Select the Edit Mailing List option from the Action dropdown make changes to the Mailing List.

Delete mailing list

Choose Remove Mailing List option from the Action dropdown to remove a Mailing List from the
list.

Draft Messages List

The page contains all messages saved as a draft.

Add draft message

To create message for mass mailing, click the New Message button on the top left of the page and
fill in the message details. You can schedule the message tobe sent on a particular date and time,
save the massage as a draft, or send the message to selected groups straight away.

Action
By default the Action dropdown is available on the first column of the Draft Messages list. Once
clicked, dropdown gives several options as displayed on the screenshot:

View message summary

Click the Message Summary button from the Action dropdown to view full details of the message in
a new window.

Edit message
Select the Message Edit option from the Action dropdown make changes to the Draft Message.

Delete draft
Choose Remove option from the Action dropdown to remove your draft message from the list.

Sent Messages List

All sent messages are stored in the Sent Messages List section. This section also provides the
number sent messages per Mailing List, the number of messages that did not reach receivers
(bounced), the number of receivers who have clicked on unsubscribe link in sent email
(unsubscribed), number of views (opens) of sent email by receivers.

Addnew message
To create message for mass mailing, click the New Message button on the top left of the page and
fill in the message details. You can schedule the message tobe sent on a particular date and time,
save the massage as a draft, or send the message to selected groups straight away.

Action
By default the Action dropdown is available on the first column of the Sent Messages list. Once
clicked, dropdown gives several options as displayed on the screenshot:

View a message summary

Click the View Summary button from the action dropdown to view the full message information in a
new window.

Track messages
Click on the Track messages option from the Action dropdown to view message details sent to each
recipient.

Update statistic
You can also update the statistics using Update statistic option.

Editmessage
Select the Edit Message option from the Action dropdown make changes to the Message schedule it
for another delivery.

Queued Messages List

List of messages scheduled for sending can be seen in the Queued Messages section.

Add new message

To create message for mass mailing, click the New Message button on the top left of the page and
fill in the message details. You can schedule the message tobe sent on a particular date and time,
save the massage as a draft, or send the message to selected groups straight away.

Action
Action dropdown is located next to each message in the list. The dropdown gives several options as
displayed on the screenshot:

View message summary

Click the View Summary button from the Action dropdown to view the full information on the
message in a new window.

Edit message
Select the Edit Message option from the Action dropdown make changes to the Message.

Remove message
Choose Remove option from the Action dropdown to remove your queued message from the list.

Calendar
activira.com Calendar is a handy tool for organizing events and activities. You can add events, tasks
and activities using your calendar. activira.com Calendar is configurable with your Google calendar:
you can synchronize both calendars with one another.

Add events
To add a new Event, go to Calendar section, and click the Add Event link on the left navigation bar of
the page, fill in the form and click the Save button. You can also add event by clicking on the
corresponding calendar area.

Configure your calendar with Google calendar

In order to synchronize your activira.com Calendar with your Google mail calendar you need to link
up your activira.com account to your Google account. Please follow the steps below:
1. Sign into your Google mail account on the same browser that you openedactivira.com
Calendar tool.
2. On the activira.com Calendar section, click the configure with Google link. Select your
Google account for configuring in the page that opens. Click Continue after selecting the
account.
3. In the Grant Access page that opens, select Grant access button to confirm the access. To
deny the access, click on Deny access.
Once you have completed the above steps, you have linked up your activira.com account with your
Google account.

Synchronizewith Google
Before synchronizing your activira.com Calendar with your Google Calendar, make sure you have
configured your calendar with Google Calendar. Please follow the steps below to Synchronize your
activira.com Calendar with your Google Calendar.
1. Click on the synchronize with Google link

2. A pop up window appears asking for the period of data to synchronize. You can transfer all
or tick specific ones to transfer. In order to set the period manually uncheck the tick box and
set the dates. Click the Synch button.
3. You will get a confirmation if your synch was successful.

Daily calendar
To see thedaily calendar, you need to pick DAY tab on the top corner. By default, current day is
displayed. You can add/delete/edit calendar activities in this mode in the main panel or using the
links at the left.

Weekly calendar
You can view your calendar in a weekly mode by choosing the WEEK tab on the top right of the
calendar page. By default, current weekis displayed. You can add/delete/edit calendar activities in
this mode in the main panel or using the links at the left.

Monthly calendar
To see a monthly calendar, you need to pick MONTH tab on the top corner. By default,
currentmonthis displayed. You can add/delete/edit calendar activities in this mode in the main panel
or using the links at the left.

Agenda
By clicking on the AGENDAtabyou can view all the coming events on one page.

View current calendar period

If you are viewing calendar period other than the current period, you can easily navigate back to the
current period by just click on the Current Week, Current Month, andToday buttons depending on
the period you are working on.