How to Work with the Calendar
With the help of our CRM calendar, you can view your deals by date to manage your resources more efficiently and see how much time you need to complete a deal.
To access the calendar, open the deal board in “My deals” section, and select the “Calendar” view.
The calendar displays all the deals for which you have set a due date.
If a deal starts and ends on the same day, it will take up one cell of that day. Deals that run for a long time will take up several cells in the calendar.
Today is highlighted in yellow.
Calendar Display Time
You can select the period for which you want to see your deals: month, week, or day.
With the “Week” view, you can view your deals for that week. The day of the week is displayed at the top and the time is displayed on the left.
With the “Week” view, you can view your deals for the selected day. The time is displayed on the left. Deal cards are displayed above deal completion timelines.
Navigating the Calendar
You can also use arrows to navigate the calendar. If you select the "Month" view, the arrow will move one month forward or backward; if you choose the "Week" view, it will move a week forward or backward; if you select the "Day" view, it will move a day ahead or back.
Creating a deal
You can also click on a certain day to create a deal for it. You will see a deal card where you can add your deal name, responsible person, due date, description, and other necessary data.
Read more: How to Create a Deal.
Last Updated: 31.10.2022