🔒 This feature requires the paid Operations Add-on.
What Is an Event?
An Event is a scheduled sales appointment linked to a Deal. Sales events help you keep track of estimates, meetings, or any other scheduled activity.
Each Event includes details like:
Type of sales event (e.g., estimate, follow-up, meeting)
Assigned estimator or team member
Date, time, and duration
Location
Description for notes
Think of sales events as your way to organize and visualize your team’s schedule — whether in a calendar, list, or map view.
Welcome to Your Sales Calendar
Your Sales Calendar is the central hub for managing sales events.
Views: Switch between Day, Week, or Month view. Scroll forward or backward in time, or press Today to return to the current date.
Availability: Areas marked as unavailable are shown on the calendar.
Filter by Users: Narrow down sales events by selected team members.
Pro tip: on Month view, double-click one of the user headshots to select or deselect all users.
Weekends: On Week and Month views, you can choose to display weekends.
Total week/month: Number of sales events that week or month, broken down by user.
Only visible to Team users and Sales users with permissions to view other users' info.
These totals do not include events from Google Calendar.
Interactive Events: Press on any sales event to open its Event Details.
Map View
The Map helps you visualize where sales events are happening.
Views: Choose between Map or Satellite view.
Pins: Each user's sales events are shown as pins on the map.
Interactivity: Hover over pins to see tooltips, or click a pin to open Event Details.
Navigation: Switch between Day, Week, or Month view, scroll through time, or return to Today with one click.
Filter by Users: Show only the team members you want to see.
Month View: Auto-selects all users, with the ability to filter down.
Day View: Shows the order of sales events by numbering them.