In this video, we'll show you step-by-step how to color-code your Lead and Client project dates on the Calendar.
Some key takeaways:
✅ In 17hats, all events placed on the same calendar will be shown in the same color. To color-code your events, you'll want to create separate 17hats calendars!
We recommend that you create a "Leads Calendar" specifically for holding all of your Lead project dates.
✅ Use a Lifecycle to automatically move the project date from your "Leads Calendar" over to your "Booked Calendar" based on a certain trigger.
✅ Update your Lead Capture Form to assign all new Lead project dates to your new "Lead Calendar" and to automatically add your Lifecycle to all of your new Lead projects.