Plan customer appointments
Schedule follow-ups, inspections and meetings with relevant details and a clear owner.
Calendar & Scheduling
Coordinate appointments, follow-ups and team commitments in one schedule.
Make the next customer visit or team task easy to find. Connect scheduling to the people and work in your CRM so important commitments do not get lost in messages.
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What your team can do
Review team commitments
Use the calendar and task views to see upcoming work and adjust plans when priorities change.
Keep the context
Open event details and connected records so the person taking the next step has the information they need.
A connected workflow
- Choose the customer or task
- Set the date, time and owner
- Review the team's schedule
- Complete the appointment and record the next step
Before you get started
Can I connect an external calendar?
Integration availability depends on the CRM and account configuration. The demo team can confirm supported providers and show the setup before you commit to a workflow.
