From Calendar to Action
Seeing an event on the Calendar is just the start. The real value comes from being able to act on it. When you spot an upcoming call or an overdue invoice, clicking through takes you directly to the details so you can follow up without searching through modules.
Clicking on an Event
When you click on any event in the Calendar, a popup appears showing key information:
- Event title describing the activity or item
- Status such as Pending, Overdue, or the current state
- Related record the deal, invoice, or payable it belongs to
- View button to navigate to the full details
Viewing Deal Activities
Deal activities are interactions scheduled as part of your sales process. When you click on a deal activity:
- 1 Click the activity bar on the Calendar
- 2 Review the popup showing the activity title, status, and associated deal
- 3 Click View to open the Deal Details page
From the Deal Details page, you can see the full activity history, update the activity status, add notes, or take other actions related to the deal.
Viewing Outstanding Invoices
Outstanding invoices appear on the Calendar based on their due dates. When you click on an invoice event:
- 1 Click the invoice bar on the Calendar
- 2 Review the popup showing the invoice details and status
- 3 Click View to open the Invoice Details page
From the Invoice Details page, you can send reminders, record payments, or take other follow-up actions.
Viewing Outstanding Payables
Outstanding payables show bills you owe that are coming due. When you click on a payable event:
- 1 Click the payable bar on the Calendar
- 2 Review the popup showing the payable details and due date
- 3 Click View to open the Payable Details page
From there, you can record a payment or review the payable details.
Status Indicators
Event popups show status information that helps you understand urgency:
- Pending indicates an upcoming activity that hasn't occurred yet
- Overdue shows items past their scheduled or due date
- Due dates appear for financial items showing when payment is expected
Overdue items typically display with visual indicators to draw attention.
Navigating Back to the Calendar
After viewing a record's details, return to the Calendar by clicking Workspace → Calendar in the sidebar navigation.
Frequently Asked Questions
When you schedule an activity on a deal in Sales → Pipeline, that activity automatically appears on the Calendar on its scheduled date.
When you create an invoice or payable with a due date, that date is displayed on the Calendar. The event remains until the item is paid or removed.
Click the activity to open the popup, then click View to go to the Deal Details page. From there, you can update the activity status to mark it as completed.
What's Next?
Explore related features:
- Tracking Deal Activities - Manage activities within deals
- Recording a Payment - Clear outstanding invoices
- Filtering Calendar Events - Control what appears on your Calendar