The calendar is the activity table seen from above: the same calls, viewings and events, placed on the days they happen. It opens a week at a time, so you can see what’s coming before it arrives.
Walkthrough video to followAround 45 seconds on screen, switching Activities to the calendar, stepping between weeks and opening a viewing from the grid.
Open the calendar
- Go to Activities.
- Switch the view from the table to Calendar.
- Click Week if a different range is showing.
Screenshot to followThe calendar in Week view with calls, viewings and events across the days, each type in its own colour and the legend above the grid.
Get around
Screenshot to followThe calendar toolbar close up, with the back and forward arrows, the dates on show and the Month, Week and Day choice.
- ‹ takes you back a week and › moves you forward one.
- Day gives you a single day, with room for more detail. Month lays the whole month out as a grid.
Reading the grid
- Each type of activity has its own colour. The legend above the grid tells you which is which.
- Click any block to see everything about that activity.
Narrow it down
The calendar uses the same filters as the table:
- Activity Type: All, or only Call, Event or Viewing.
- Status: Cancelled, Completed, Draft, No-show or Scheduled.
- Contact: one person or several.
- Agent: one agent’s activities. Agents only ever see their own, while a Team Lead or Super Admin can look at the agents they oversee.
Working with an activity on the calendar
- Click its block. The activity opens in a pop-up with its contact, time, deal, notes and listings.
Screenshot to followA viewing opened from the calendar, showing its contact, time, deal, notes and listings, with the buttons for recording the outcome.
- Record the outcome. Mark as Completed is for one that went ahead; Mark as No-show and Mark as Cancelled cover the rest. See closing out a viewing.
- To change the time, the contact or the listings, edit them in the same pop-up.
