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4 min readBasicAgentManagerAdmin

"My schedule" — all your meetings in one place

See today's, this week's and this month's meetings, and record what happened at each.
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Steps

  1. 01

    Open the schedule

    My schedule

    Click My schedule in the menu. The orange number = meetings left today.

  2. 02

    Pick a view

    Today · Tomorrow · Week · Month, with arrows to page. The top shows e.g. "4 meetings · 2 left".

  3. 03

    The side panel

    • Previous meeting / Next meeting.
    • Upcoming.
    • Free slots.

    Personal calendar events are marked as not counting as meetings.

  4. 04

    After a meeting: record what happened

    Click a meeting:

    • Update outcome → Held or No-show.
    • Follow up · Change time · Open lead · Cancel (attendees get a cancellation).
    Tip: Held / No-show feeds reports and the monthly summary.

Questions

Will I be reminded before a meeting?

Yes: a phone alert about 15 minutes before (with phone alerts on) and an email about 30 minutes before. A "Meeting reminder" task is also created for the day.