Looking to improve the routine of sellers in Spotter, Exact Sales created the Integrated Agenda . With this, it is no longer necessary to manually open boxes in the sellers' agenda. It integrates Spotter with external schedules automatically, identifying available times in the seller's schedule.
IMPORTANT: To integrate with Google Calendar , it is mandatory to release the Spotter application with Google . This can be done by following the steps described in the article “ Add Exact Spotter to Google's list of trusted applications ”. In addition, for the integration of the calendar to occur correctly, it is necessary that the email server is from Google (G Suite / Workspace). This email does not end with @gmail.com.
Follow the instructions below to set up Google Calendar .
1. Access the Settings > Scheduling menu ;
2. After opening Scheduling , check the Google Calendar Integration option and click Save .
3. Once this is done, access the Settings > Team > Vendors > Edit User menu.
4. With the seller's editing screen open, there will be an option called Schedule Integration where it will be necessary to click on SEND after that the seller will need to accept the integration received via email to finalize the calendar integration.
5. The seller will receive an email with a calendar integration request, after he accepts the integration with him will be completed.
Now the seller's agenda is integrated ;)
You can also take better advantage of this integration by setting up Business Hours Scheduling. To learn more about this item click here .
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