Calendar

Calendar combines task due dates and lead follow-ups in one internal view.

Views

Use month, week, day, or compact agenda-style views to understand upcoming work. Toggle task and follow-up visibility when you need a cleaner view.

Calendar uses the same role-scoped task and follow-up access as their dedicated pages. It does not expose records a user cannot otherwise open.

Create from the calendar

Select a date and choose whether to create a task or follow-up. The selected date is carried into the creation form; review the final date, time, owner, and linked lead before saving.

Reschedule

Drag-and-drop can reschedule permitted items. Confirm the updated time in the organization timezone, especially when users work across regions.

External calendar sync

Google Calendar, Outlook, Apple Calendar, and iCal subscription feeds are not currently available. Calendar is an internal Convertly view.

Good practice

• Keep task and follow-up ownership current.
• Complete old items instead of repeatedly moving them.
• Use a follow-up for lead contact and a task for other work.
• Review overdue items at the start of each day.