Using the Calendar View
The Calendar View gives you a visual representation of all your scheduled activities. It is the best way to manage your time, spot conflicts, and see what's coming up.
Navigate to: Activities > Calendar
Calendar Views
Switch between different time perspectives using the view controls:
| View | Description |
|---|---|
| Week | See all activities for the current week, hour by hour |
| Month | A full monthly overview with activity counts per day |
| Agenda | A list-style view of upcoming activities in chronological order |
Navigating the Calendar
- Use the Previous / Next arrows to move backward or forward in time.
- Click Today to jump back to the current date.
- Click on any date in the mini calendar (if shown) to jump to that date.
Creating an Activity from the Calendar
- Click on an empty time slot in the calendar.
- A quick-create form will appear.
- Enter the activity subject, type, and other details.
- Click Save.
The activity will be placed at the time slot you clicked.
Moving an Activity (Rescheduling)
Drag and drop any activity card to a different time slot or day to reschedule it. The activity's start and end times will update automatically.
Opening an Activity
Click on any activity card in the calendar to open its full detail view, where you can edit all fields, add notes, or mark it as complete.
Filtering the Calendar
Use the Filter button to show only certain activities:
- By assignee — See only your activities or a specific team member's
- By activity type — Show only calls, only meetings, etc.
- By status — Show only planned, completed, or cancelled activities
Color Coding
Activities are color-coded by type so you can visually distinguish meetings from calls from tasks at a glance. Colors are set by your administrator in Settings > Activity Types.
Google Calendar Sync
SalesKey can sync with your Google Calendar for a unified view of all your events:
To enable Google Calendar sync:
- Go to Settings > Profile or the Integrations section.
- Connect your Google account.
- Authorize SalesKey to access your calendar.
Once connected:
- Activities created in SalesKey appear in your Google Calendar.
- Events created in Google Calendar appear in SalesKey's calendar view.
- Changes sync in both directions.
Note: Only activities with a start time are synced to Google Calendar. Notes and tasks without scheduled times may not sync.
Tips for Calendar Management
- Check your calendar at the start of each day — Use the Agenda or Week view for a daily plan.
- Block focus time — Create a high-priority task for deep work so colleagues know when you are busy.
- Reschedule promptly — If an activity cannot happen as scheduled, drag it to a new time immediately.
- Link activities to deals/leads — Activities without linked records won't contribute to your CRM history.
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