Using the Calendar
When editing a person in Cultivate CRM, you’ll see a “Calendar” tab that displays past, current and future Touchpoints.
View Touchpoints for Specific Day
To view all touchpoints for a specific day, simply click anywhere on the white space for that calendar day. A popup will display showing you all tasks for that day.
To edit a scheduled touchpoint, click directly on the orange title box. You can also click anywhere in the white area, and from the popup click View Touchpoint.
To add a new touchpoint for a person from the calendar view, simply click the Add Touchpoint link on the day you want to schedule the touchpoint for.