Help Center · Follow-ups & Tasks

Using the Calendar

Updated 20 Sep 2026 · 122 views

Calendar gives you a month/week view of everything with a date attached — follow-ups and tasks together, so you can see at a glance whether a day is overloaded before you schedule anything else on it.

Click any entry to jump straight to the lead or task it belongs to, rather than hunting for it in a list.

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