Plan your week in the weekly view

The calendar shows the same activities as the table, laid out by day. The week is the default range.

Open the week

1. Open Activities.
2. Click Calendar in the switch at the top right.
3. If another range is showing, click Week.

Move around

• ‹ and › step one week back or forward.
• The title shows the range, for example “21 Sep – 27 Sep, 26”.
• Month shows a grid with each day’s activities listed. Day shows one column with room for every detail.

Read the grid

• Colour is the type: blue for Viewing, green for Event, amber for Call. The legend sits above the grid.
• Each block shows the contact’s name (for a call, the activity name), then the start and end time. Blocks have no location; click one for the details. A short activity shows the name only.
• A red line marks the current time in today’s column.
• Activities that overlap share the column side by side.
• A full-day activity fills its column.

Filter what you see

The filters under the toolbar work the same as in the table:

• Type: All, Viewing, Event or Call.
• Status: Scheduled, Due, Completed, Cancelled, No-show or Draft. Due is an activity whose time has passed without a result.
• Contacts: one or several.
• Agent: team leads and admins can pick one agent, or use ⋯ → Show my activities.

Open an activity from the calendar

1. Click a block. Activity Details opens with the contact, time, deal, notes and listings.

   

2. Use Mark as Completed, Mark as No-show or Mark as Cancelled. See Complete a viewing and record feedback.

3. Edit the time, contact or listings in the same pop-up.