Calendar
A unified calendar showing all team follow-ups, meetings, tasks, and reminders.
Book a Free DemoWhat is Calendar?
The Calendar gives every team member and manager a single source of truth for what is happening today, this week, and this month. All follow-up dates, meetings, task due dates, and reminders automatically appear on the calendar. Managers toggle between personal and team-wide view.
How It Works
Auto Population
Follow-up dates, meetings, and task due dates appear automatically.
Personal & Team View
Switch between your schedule and a team-wide calendar.
Daily & Weekly Views
View by day for detail or by week for broader planning.
Click to Act
Click any calendar item to open the linked lead or task.
Key Benefits
Full Team Visibility
Managers see what every team member has scheduled.
Automatic Sync
No manual calendar entries — everything syncs in real time.
Multiple Event Types
Follow-ups, meetings, birthdays all appear colour-coded.
Mobile Calendar
Access schedule from the mobile app for field teams.
Filter by Type
Show only meetings, follow-ups, or tasks.
Who Uses This?
See the full team's daily schedule to plan coverage.
Start each day on calendar view to see all due items.
Review weekly calendar to understand team activity.
Ready to Use Calendar?
See how Calendar works in a live demo. Book a free 30-minute session with our team.