What it is
Work > Calendar is your working grid: viewings, calls, meetings, reminders and tasks in one place.
The calendar is personal. A colleague in your agency does not see your events, so agree joint viewings in chat or create the event on both sides.
Creating an event
Three ways, from the fastest to the most useful:
- The create button on the calendar toolbar.
- A click on a free slot in the grid - the time fills itself in.
- From a lead card - then the client, the property and the contacts are filled in automatically. For a viewing this is the handiest route.
Four views
| View | When you need it |
|---|---|
| Month | To see the shape of the week: where it is dense and where it is free |
| Week | Planning the next few days |
| Day | The only view where two overlapping events are visible |
| List | A plain list of what is coming up, without the grid |
Next to it is a filter by event type: meeting, call, viewing, reminder, task, or all of them.
The colour of an event
The colour comes from the priority of the attached lead - it is a hint about what matters more, not decoration. An event with no lead is just a note in the grid.
Editing
Clicking an event opens it: the time, the details and the participants can be changed. Dragging moves the event to another time or day.
Related articles
- Deadlines and reminders - reminders inside a lead.
- Managing leads - where the clients for viewings come from.