Calendar view in deals

Created: 2018-07-30
Last updated: 2019-12-10

Post view count: 812

Deals, like tasks, can be displayed in the calendar view. To use this feature, select CRM > Deals and in the right top panel click on the calendar.



In the calendar you can display deals in daily, weekly and monthly view. With arrows on the left side you'll easily go from one week to another, one month to another etc. You can also download the calendar by clicking in the PDF icon on the left side. Click on a deal if you want to go to its details.

Learn more about deals in the calendar in the article Displaying deals in the calendar.


 


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