Sales Calendar

The Sales Calendar shows follow-up due dates for open tickets and approved jobs. It helps you see at a glance which customers need to be contacted on any given day.

How It Works

Whenever you add a note to a ticket or job with a Follow-up due date, that date appears on this calendar. The event is color-coded by the status of the parent record:

Color	Status
🔴 Red	Bid Pending (Submit Bid)
🟠 Orange	Bid Submitted (Follow Up)
🟡 Yellow	Approved job

Click any event to open the ticket or job it belongs to.

Use the ← → arrows to navigate between months.

Daily Triage

Use the Sales Calendar at the start of each day to see who needs a follow-up call or email. Clicking an event takes you straight to the record where you can add a new note and set the next follow-up date.

TIP

If you sort the Sales Pipeline by By Follow-Up, you get the same information as a list. The calendar gives you a visual date-based view of the same data.