Calendar
The calendar provides a monthly overview of all your follow-ups and tasks.
Viewing the Calendar
- Go to 📅 Calendar
- Use the ← → arrows to navigate between months
- Events are shown on their scheduled dates
What's on the Calendar
- Follow-ups: Calls, emails, meetings, and other scheduled follow-ups
- Tasks: Tasks with due dates
Event List
Below the calendar grid, you'll see a detailed list of all events for the selected month with links to the associated contacts and deals.