Features

Calendar & Appointments

Schedule and sync appointments with Google Calendar.

Create appointments from within a deal — set a title, date/time, location, and assignee.

When Google Calendar is connected (Settings > Integrations), appointments sync automatically.

The weekly calendar widget on the Home dashboard shows all upcoming appointments across your deals.

Clients can view their upcoming appointments in their portal.

Team owners can choose whether calendar events go to each user's own calendar or to the owner's calendar (Settings > Administration > Calendar Events Target).

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