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Phone Tips
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Calendar Sharing & Synchronization
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Calendar Synchronization-How It Works
Details of calendar synchronization.
–Sales Representatives
• Enter surgery appointments on handhelds/OWA/Outlook.
• The appointments SHARE with their team
• The team members see the appointment on their individual
calendars marked with the sales reps initials.
• The appointments SHARE with the public calendars
• Reps can mark events PRIVATE so that they do NOT share
with the team members.
–Team Calendar – For office use
–Master Calendar- For office use
–Other team members/office- cannot access individual mailboxes
–Office
• Enter surgery appointments on Team/Master Calendars
• The appointments SHARE with the specific team members.
• The team members see the appointment on their calendar marked
with OF (office).
• Format For Surgery Entry Is Customized Per Distributor
– Primary Fields
• SUBJECT: Surgeon, Hospital
• LOCATION: Procedure/Pt Info
• Notes: Implant specific info
• Categories: Check Box to be used as requested by distributor
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