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See your scheduled CRM activities

Use the CRM view to see every planned CRM activity in one calendar or list. At the end you can check what your team has to do and when, and move or call off any activity.

Before you start

  • You can see Schedule in the left rail. By default only the workspace's Super Admin role has it. Ask your admin if it is missing.
  • Activities with a date and time exist in CRM. See Log activities and notes.

Steps

Open the CRM schedule

  1. Open Schedule in the left rail, then select CRM. The page title reads CRM schedule.
  2. The page opens in Calendar view for the current month. The channel chips are hidden, because the page is already limited to CRM.
  3. Click a day to see its items. Click List to see them by time under day headings.
  4. Click an item. Its details open on the right: When, Recurrence, Audience / with, Owner, Channel and Type.

Read what each type means

The Type shows what kind of item it is.

Type What it is
Task A to-do. Tasks with no other type show as Task.
Call A planned phone call.
Meeting A planned meeting.
Email A planned email follow-up.
Whatsapp A planned WhatsApp follow-up.
Whatsapp call A planned WhatsApp call.

The Audience / with line shows the name of the lead, contact or deal the activity is about.

Read the status

Status Meaning
Scheduled Planned and not started.
Live In progress.
Sent Completed.
Cancelled Called off. The record is kept.

Change an item

  1. Click Reschedule to pick a new date and time. See Reschedule, cancel or delete a scheduled item.
  2. Click Edit to open the CRM activities screen. See Log activities and notes.
  3. Click Cancel to call it off. The activity's status is set to cancelled.
  4. Click Delete to remove it from CRM.

Narrow the view

  1. Click Everyone's schedule and choose My schedule to see only items you own.
  2. Click Any status and choose Scheduled, Draft, Sent or Cancelled.

Add something new

  1. Click New schedule, then choose New in CRM. Ohanvi opens the CRM activities screen, where you create the item.

Troubleshooting

Issue Cause Fix
Nothing scheduled here No CRM activity has a date and time, or a filter hides it. Give the activity a due time in CRM. Choose Any status.
A finished activity shows Sent Sent is how the Schedule shows a completed activity. No action needed.
Could not cancel. The activity is already completed or cancelled, or your role cannot change it in CRM. Check the status. Ask your admin for CRM access.