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  2. Calendar & Events

Calendar Overview

The calendar section helps the sales team to organize their day for maximum efficiency by managing events, tasks, appointments, due dates and follow ups.

To view your calendar, either navigate to Menu → Calendar or click the Calendar button in the Today’s Events widget on your project dashboard. 



By default, all scheduled events that are assigned to you or shared with you are displayed, but toggling to either the My Events or Shared Events tabs filters the events accordingly.



Events are further separated by those events occurring on the current date and those occurring within the next 7 days. To view events that are scheduled on a particular date, simply click on that date on the calendar.

Certain scheduled events that you did not personally create may appear on your calendar, this is normal and is intended to help you manage your follow up process.

See the following articles to learn more about calendar events:

Watch the Video Tutorial!