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 September 2, 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.
What the calendar is not
IT IS NOT YOUR OUTLOOK OR GOOGLE CALENDAR
The CRM calendar records customer appointments against customer records. It does not replace your own diary, and events booked here do not appear there. Book the customer meeting here so the account history is complete, and keep your own diary for everything else.