Help Center › Tasks & Follow-ups

Calendar Events & Navigation

Updated August 12, 2026

Calendar Events & Navigation

The Calendar view shows your follow-ups, tasks, and scheduled activities on a visual monthly calendar.

Clickable Events

Each event on the calendar is clickable — clicking it takes you directly to the related contact or deal, so you can quickly review context before a follow-up.

Event Colors

Navigation

Use the ← and → arrows to move between months. The current day is highlighted to help you orient quickly.


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