Using the Calendar
The calendar helps you plan work, schedule visits, manage company events, and keep track of what is coming up next. It is designed to give you a clear view of daily activity while still making it easy to jump into the detail behind each event.
Overview
The Calendar area is where staff can organise upcoming work, see booked events, and review what has already been planned. It is useful for both personal scheduling and wider company planning, especially when visits, appointments, and account activity need to stay visible to the team.
Depending on how your CRM is configured, events may be linked to a company, a user, or a shared calendar. This makes it easier to see what is happening, who it relates to, and when it is due to take place.
How to use it
1. Open the calendar
Go to the Calendar section from the main navigation. This will show your current schedule and any visible events linked to the calendars you have access to.
2. Review your chosen view
Use the available calendar views to look at your schedule in the way that suits you best. For example, you may want a broader monthly view for planning, or a shorter day and week view when managing daily activity.
3. Add a new event
Create an event when you need to schedule work, a visit, a reminder, or a company-related activity. Add the title, date, time, description, and any related company details if relevant.
4. Link the event to an account where needed
Some calendar items can be connected directly to a company or account record. This keeps the schedule tied into the CRM and makes it easier to trace the event back to the customer or opportunity it belongs to.
5. Edit existing events
If plans change, open the event and amend the details. This helps everyone stay up to date and avoids confusion around dates, times, or locations.
6. Use the calendar for visits and follow-up work
The calendar is especially helpful when planning visits. A visit can also generate activity in the wider CRM, helping the user keep account activity, reminders and future follow-up all connected in one place.
Why it works this way
The reason for using the calendar in this way is simple: it gives staff a quick, visual way to understand what is happening and when. Rather than relying on memory, disconnected notes, or separate scheduling tools, the CRM calendar keeps the timing of work close to the account and activity data.
That means the calendar becomes more than just a diary. It becomes part of the workflow. Visits, events, reminders and related actions are easier to manage because they sit alongside the rest of the CRM instead of outside it.
This also helps teams work more consistently. Shared calendars and company events make it easier to coordinate workloads, avoid clashes, and keep visibility across the business where needed.
What you can expect to see
- Events scheduled against dates and times.
- Entries that may relate to users, groups, or company calendars.
- Company-linked events where account activity is tied into the schedule.
- Visit planning and follow-up activity connected back into the CRM.
- Calendar sharing options where enabled by your setup.
Image / screen example
Tips & tricks
Keep titles clear
Use event titles that are short but meaningful, so users can understand them quickly without needing to open each one.
Link to accounts
Where possible, connect events to the relevant company or account so the CRM history stays more complete and easier to follow.
Update changes straight away
If a visit, meeting or planned task changes, edit it immediately so the calendar remains accurate for everyone using it.