Calendar

How the Calendar shows follow-ups and tasks

The Calendar helps you see date-based work across your sales workspace.

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Quick answer

The Calendar shows scheduled work such as follow-ups and tasks so you can see what is coming up by date.

The Calendar gives you a date-based view of work that should be visible over time.

What appears there

Follow-up dates and task due dates can help you understand what is planned for the day or week.

Use it with Today's Actions

Use Today's Actions for the focused daily list, and use the Calendar for broader date context.

Steps / Key takeaways

  • Use the Calendar for time-based visibility.
  • Tasks and follow-ups can appear by date.
  • Review the day before making changes.

Frequently asked questions

Does the Calendar replace Today's Actions?

No. The Calendar shows date-based context, while Today's Actions focuses on what needs attention today.

follow-up tasks calendar

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