Siebel CRM OnDemand

Manage Calendar and Tasks

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Manage your Calendar and Tasks

To close a sale, a series of tasks and activities must be completed within limited timeframes. It can be a challenge to make sure your team stays on top of every activity, whether it's managing meetings or other tasks, or coordinating schedules.

UpShot Outlook integration gives team members the ability to:
  • Manage calendars and tasks in UpShot or Outlook.
  • Coordinate the rest of the team on the latest activities.
  • Update your calendar and task information once and easily exchange information between Upshot and Outlook.