Help centre · Organising the work
The calendar
Facreo has a built-in calendar for appointments and showings, and it works today. Two-way sync with Google Calendar and Outlook is built but not switched on yet, so appointments do not currently appear in your personal calendar automatically. There is no date for that being enabled.
Open this in Facreo → (you will be asked to sign in)
Organising the work
- SegmentsA segment is a saved filter over your contacts that stays up to date — new people matching the rules join it automatically.
- Deals and pipelinesDeals track a transaction through your pipeline stages.
- Tasks and your dayToday is the start page: what is due, what is overdue, and what came in overnight.
Not what you were after? Email support@facreosystems.com and a person will answer. Signed in, Creo answers the same questions from the same articles.