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Calendar

What it is for​

Calendar shows your meetings, visits, test drives, tasks and reminders, with your to-do list. Use it to plan the day and never miss a follow-up.

Access​

  • Menu: Sales › Calendar (/dashboard/sales/calendrier).
  • Requires the Sales module on your team. Outlook events sync when Microsoft is connected in Settings › Integrations.

Steps​

  1. Open Sales › Calendar. Use Today to go back to the current day.
  2. Click Schedule to add an event: Meeting, Visit or Scheduled task.
  3. Click an event to see its details, then Edit or Delete it.
  4. Check My To-do list: To-do and Completed tasks.
  5. Open Scheduled notifications (View all) to see reminders grouped by Today, This week, Later and Done and past. Search, filter by Type, complete or delete them.
  6. From an event, open the related lead (Open Lead workspace) or car (Open car command center).
  7. With Microsoft connected, click Sync now to refresh Outlook events.

Good to know​

  • Deleting a scheduled event also cancels its notification.
  • Reminders show how long before the event they fire ("Reminder · N min before").
  • Overdue items are marked Overdue.

Common issues​

"Could not delete this event." Try again; you may not have the right to edit it.

"Could not load scheduled notifications." Click Try again.

"No events in this period." Nothing is planned. Click Schedule to add an event.

See also​