Calendar

The Calendar page shows all appointments booked through campaigns. This view helps you see when customers are scheduled and which reps are assigned.

Calendar View

  • Navigate by month; use Today to jump to the current date.

  • Filter appointments by Campaign or User.

  • Click a booking to open full appointment details (date, time, customer info, assigned rep).


Best Use Cases

  • Track all customer appointments across campaigns.

  • Quickly see a rep’s schedule before assigning new leads.

  • Review appointment details to prep before a meeting.

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