Daily work
Calendar and meetings
Review meetings, availability, and linked CRM context
Calendar is the scheduling workspace for upcoming meetings and customer booking activity
What this workspace includes
- Calendar views
- Meeting details
- Connected calendars
- Booking and availability context
Complete workflow
- 1
Choose the view
Open the period you need
- 2
Inspect a meeting
Review host, guest, time, and linked record
- 3
Prepare
Open the related CRM history
- 4
Complete follow-up
Record notes and next actions
How records and settings behave
- Calendar availability follows connected settings
- Bookings create meeting records
- Meeting context can link to CRM records
Working effectively
- Confirm time zones
- Review the record before customer meetings
- Create follow-up tasks promptly
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Calendar and meetings?
Open the period you need
When is my work saved?
Calendar availability follows connected settings
How do I confirm the result?
Return to the related list or detail view and review its current status. Meeting context can link to CRM records