CRM Calendar Overview

The Calendar displays all of your CRM Tasks in an easy-to-read calendar format. You can even add new CRM tasks directly from the calendar view. It is a great way to keep your tasks and projects organized! Here is a quick overview of all of the calendar features.

To access your calendar, navigate to the CRM App, then select Calendar from the Navigation Bar.

Organize your Calendar

To stay organized, you can arrange your calendar by Month, Week, Day, or Agenda. 

Viewing completed CRM tasks in the calendar

As CRM tasks are completed, they'll display a checkmark next to the task on the calendar.  

When CRM tasks are completed, a handy ✔️ icon is displayed on the Calendar to keep everyone up to speed. You can find out if a task has been completed from the initial calendar view without having to open the task details. Tasks can also be viewed from the Tasks page or from a CRM contact's profile, but you can get more insight to the big picture from a quick glance at the calendar.