Main Menu > Settings
Saleboat Settings
Integrations
You may connect your Saleboat Calendar to your Outlook 365 Calendar.
Any meetings that you make on Saleboat will populate on your Outlook Calendar.
You can do this under Integrations and follow the instructions from Microsoft to connect.
The contact that you choose to have the meeting with (on Saleboat) will get an automated meeting request for the date and time that the meeting is scheduled for.
Please ensure that their email address is spelt correctly.
β
Reports
If you are a Captain or Officer in Saleboat, you will have access to the Reports tab in Settings. This will allow you to change certain things about the weekly reports such as the scheduled date and time for them to be sent directly to your inbox.
See the image below for more information:
Customize
If you are a Captain in Saleboat, you will have access to the Customize tab in Settings. In this tab, you will have access to an ever-growing list of customization options specific to your organisation's account.
See the image below for more information:
Please note that the Pipeline stages will affect all pipelines throughout Saleboat.
β
Should you have any queries about the Settings in Saleboat that were not answered by this article, please start a new conversation with the Saleboat Support Team.
β
βMain Menu > Help > Start a new conversation