The Calendar tab brings your meetings, tasks, follow-ups, and deal close dates into one time view.
Reading the calendar
Events are color-coded by type — meetings, tasks, follow-ups, and deals (by expected close date). Switch between Day, Week, and Month views, and click any event to open a detail popover.
Filter what you see
Use the calendar settings to control which entity types and statuses are visible — for example, hide completed tasks or show only pending follow-ups.
Tips
Start your morning in Day view — it's effectively your sales agenda.
Use Month view with only deals visible for a close-date forecast at a glance.