Aiming to improve the routine of sellers in Spotter, Exact Sales created the Integrated Schedule. 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.
However, to use this functionality we need to do some alignments:
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 .
IMPORTANT: The operation of the integrated organizer is compatible with online/Via Web organizers . Local applications, such as the Outlook calendar, installed directly on the machine, work offline and will present incompatibility, running the risk of being misconfigured because they are not homologated integrations.
IMPORTANT: The built-in calendar only works for corporate accounts , i.e. paid Google and Microsoft accounts.
Now that we've covered these important points, just follow these articles:
FAQ:
Is it possible to integrate with Microsoft Teams calendar?
Not directly. Only the Office 365 calendar reflects in Spotter, but it is possible to sync the Teams calendar with Office.
If you need any more help, just look for us in the chat ;)
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