Sales Calendar

Sales Calendar shows follow-ups, tours, reminders, and scheduled sales work on a time grid.

What this page is for

Sales Calendar shows follow-ups, tours, reminders, and scheduled sales work on a time grid.

Sales, front desk, manager

/crm/sales-calendar

Use calendar when the time matters, such as tours, calls at requested times, and renewal callbacks.
Use task list when staff simply need an ordered work queue.
Sales Calendar filters by anchor date, task category, task type, and staff. These filters change visible CRM tasks only, not Schedule service bookings.
Calendar views are Day, Week, Work Week, Month, Agenda, and Trainer View. Work Week hides weekend days; Trainer View groups CRM events by assigned staff.
Clicking an empty calendar slot opens Create Task prefilled to that slot time. Clicking a calendar event opens task detail for edit/outcome handling.
Print Calendar is for physical desk handoff and should be used after filters and window are correct.

Choose anchor date and filters, then pick Day/Week/Work Week/Month/Agenda/Trainer View depending on the handoff needed.
Create a calendar task from an empty slot for a committed call/tour time, with owner, category, type, priority, title, repeat mode, and comments.
Open an event to edit schedule, log outcome, mark completed, or cancel/skip after the real result is known.
Print calendar only when a physical desk handoff is required.
Drag or reschedule only after confirming the customer requested or accepted the new time.

Calendar is not a class/appointment scheduler. Use Schedule for service bookings.

Use the left menu to open related pages in Sales and Trials.
Use Ask Docs for questions that are already covered in this public documentation.