Agenda: the shared team calendar

📍 Where to find it: Pipeline & contacts → Agenda

The Agenda is a calendar shared by the whole team: appointments, events and notes are visible to everyone. It is the place to plan your customer appointments and organize the team.

How it works

Every member sees all events; the administrator can filter by agent. You create an event (title, times, assigned agent, location, notes, color) by clicking a time slot on the calendar or on "New event". You can schedule a reminder and link a contact. The calendar loads the events for the displayed period.

Step by step

1. Open "Pipeline & contacts → Agenda".
2. Click "New event" or directly on a calendar cell.
3. Fill in the title, the start and the end (or tick "All day").
4. Choose the assigned agent, add a location, notes and a color if needed.
5. Set a reminder (10 min, 1 h, 1 day…) if you want to be notified.
6. Click "Save".
7. Administrator: use the filter at the top to display only one agent.

Good to know

• The Agenda is shared: everything you create is visible to the team.
• Click an existing event to edit or delete it.
• For a customer appointment with a Google invite + Meet video call, link a contact (see the dedicated article).