Why This Feature Matters
Integrating your calendar is essential for real estate professionals who juggle multiple appointments and client communications. The Sierra Calendar Integration helps streamline your scheduling process, ensuring you never miss an appointment again.
Real-world Examples
- Time Management: Easily manage your day with automated reminders.
- Increased Client Satisfaction: Clients appreciate timely follow-ups and organized scheduling.
- This article contains all the information you need to activate the integration, along with a helpful video and FAQ to address any questions you might have.
Activation Steps
1. Activate Sierra’s Google Calendar Integration:
• Navigate to your profile settings in the Sierra admin area.
• Select the “Connect Calendar” tab.
• Follow the prompts to sign in with your Google account and grant Sierra permission to add events to your calendar.
2. Grant Necessary Permissions:
• Once the permissions are granted, click the “Continue” button.
• Select the checkboxes for the permissions required, or you can click the “Select all” checkbox to grant all requested permissions.
The permissions include:
• Viewing and editing events on all your calendars.
• Seeing, editing, sharing, and permanently deleting all the calendars you can access using Google Calendar.
• Once you have selected the desired permissions, click the “Continue” button.
3. Schedule Appointments from the Lead Profile Page:
• Once your calendar is connected, access the “Appointments” tab on the Lead profile page.
• Enter the necessary details for scheduling, including the day, time, location, appointment type, and participants.
4. Customize Your Appointments:
• Create custom names for your appointment types for better organization.
• Customize every appointment detail, including invitees and internal/external notes.
Instructional Video
To make the activation process even easier, please watch our instructional video that guides you through each step:
Watch the Activation Video
FAQ
1. What is the Sierra Calendar Integration?
The Sierra Calendar Integration is a new feature that allows you to manage appointments with leads directly from Sierra CRM and sync them automatically with your Google Calendar. This ensures both you and your leads stay updated and organized.
2. How do I activate the Calendar integration in Sierra?
To activate the integration:
• Navigate to your profile settings in the Sierra admin area.
• Select the “Connect Calendar” tab.
• Follow the prompts to sign in with your Google account and grant Sierra permission to add events to your calendar.
3. How do I schedule appointments from the Lead Profile Page?
Once your calendar is connected:
• Access the “Appointments” tab on the Lead profile page.
• Enter the necessary details for scheduling, including the day, time, location, appointment type, and participants (multiple leads and agents).
4. Can I customize my appointments?
Yes, you can create custom names for your appointment types to better organize your schedule. Customize every detail of your appointments, including the date, time, location, invitees, and notes shared internally and externally.
5. How do I log the outcome of an appointment?
After an appointment, you can log the outcome to track your various appointments for reporting purposes. This feature is available in the Task Manager alongside other tasks, as well as in the Lead History.
6. Can I schedule appointments from the Log Call flow?
Soon, you’ll be able to schedule appointments directly from the Log Call flow, making it even more convenient to manage your interactions with leads.
7. Will this functionality be available on the Sierra mobile app?
Yes, this functionality will soon be available on the Sierra mobile app, allowing you to schedule and manage appointments on the go.
8. What if I encounter issues connecting my calendar?
Ensure that you have granted all necessary permissions for Sierra to access your Google Calendar. If issues persist, contact our support team.
9. What is the default appointment name?
The default appointment name is the Appointment Type. This is also what is displayed on the connected Google Calendar.
10. How does an appointment appear in the system?
Appointments show up as Tasks in Sierra CRM.
11. Where are appointments stored, and how are they displayed in the CRM?
Appointments are stored in Google Calendar and then displayed in Sierra CRM. To see appointments on the Lead Detail Page, you must be connected to Google Calendar.
12. Who can view appointments on the Lead Detail Page?
Collaborators and Manager-level Users can see Calendar appointments scheduled on the Lead Detail Page from the Assigned Agent.