CRM Daily Work
The CRM calendar
Meetings and visits as a calendar rather than a list: creating events, event types, and who an event belongs to.
Last updated October 14, 2026
The calendar shows the things that happen at a time: meetings, site visits, demonstrations, calls you have booked. Tasks are what has to be done; events are where you have to be.
Creating an event
| Field | Notes |
|---|---|
| Title and description | What it is, and anything you need in front of you on the day. |
| Date and time | When it happens. |
| Event type | What kind of appointment it is — colours the calendar and feeds reporting. |
| Location | Where, or a meeting link. |
| Contact and company | Who it is with. Book from the record and this is filled in for you. |
| Tribe | Which tribe it belongs to. Leave it empty to keep the event organisation-wide. |
Booking from a record
Use Book a meeting on a contact and the event is linked to them from the start. It then appears on their profile, counts as a touch towards last contacted, and shows in the activity report.
Checking your diary without leaving the page
When you only want to know what is coming up, you do not have to open the calendar at all. Select the Tasks button in the bottom-right corner of any CRM page and then the Calendar tab: your appointments for the next month slide in from the right, grouped under Today, Tomorrow and then the date. Select an event there to open it, or New Event to book one.