Introduction

The Calendar helps you keep track of tasks, appointments, and key dates related to your contacts and progressions/applications. It provides a central view of your schedule and ensures nothing important is missed.

To access Calendar Page, simply navigate to CRM → Calendar.

Summary

• What the Calendar Displays
• Manually Adding Tasks and Appointments
• Viewing and Managing Calendar Events

• Custom Dates on the Calendar

   

What the Calendar Displays

Your calendar can display a range of information, including:

To customise what is shown, click the Show / Hide menu and select the items you want to appear on your calendar.

Property Viewings

Viewing Requests

• Status: Pending

• Shown when the selected user is the Organiser or an Accompanying user

Viewing Appointments

• Status: Upcoming or Completed

• Shown when the selected user is the Organiser or an Accompanying user

Viewing Details on the Calendar

For both Viewing Requests and Viewing Appointments, the calendar event displays:

• Viewing date and time (24-hour format, no AM/PM)

• Viewing status

• Property

• Contact

• Actions: vary based on the user’s role and the viewing status

Sales Progression/Lettings Application Connect

It originally includes default date fields in sales progression/lettings application:

If you have Manage User permission enabled, you can also use the menu to view the calendars of other team members.

Manually Adding Tasks and Appointments

You can manually create tasks and appointments directly from the calendar.

1. Click + Create at top-right corner.

2. Choose whether you want to add a Task or an Appointment.

3. Enter a description and select who the task or appointment is assigned to.

   • The assigned user must have access to the related contact.

4. Select a Task Type if applicable:

   • Email

   • Call

   • Text

   • Other

Note: Selecting Call is important if you want the task to appear in a Smart Call List.

5. Set a Due Date.

   • Adding a specific time allows a reminder to be triggered 30 minutes before the task is due via web push notifications.

6. Choose an additional reminder option if required:

   • No reminder

   • SMS reminder

   • Call reminder

   • Email Reminder

Click Save to finish. The task or appointment will then appear on the calendar and, where relevant, on the associated contact profile.

You can also create new tasks/appointments in task page, check Task Management for detailed information.

For adding social posts, please refer to Social Studio.

Viewing and Managing Calendar Events

All tasks and appointments you create will be visible on the calendar.

• Click an event to view its details.                                  

• Events can be edited or deleted directly from the calendar.

• Clicking a contact name within an event will take you to the contact profile, where a detailed activity log and newly created task/appointment are available.

Custom Dates on the Calendar

You can also add Custom Dates in Company User Settings > Progressions > Field Groups > Add New Field Group to help track important milestones. These include:

• Sales Progression Dates

• Lettings Application Dates

and

• Contact Profile Dates (in Company User Settings > Contact Settings > Custom Fields > Add New Field)

Once added for progressions/applications and contact's details, these dates will appear on the calendar and can be toggled on or off using the Show / Hide menu.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.