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Pipeline and productivity

Calendar and customer events

Create and review scheduled work connected to companies, contacts, and users.

Sales reps and managers6 min readPlan feature

Availability: Calendar depends on the dealer's plan and event permissions.

Event context

Calendar events can be associated with a company, contact, and assigned user. Use the exact date and time the team has committed to, including the intended local time.

Create an event

  1. 1Open Calendar and choose a date or New event.
  2. 2Enter the title, start, and end.
  3. 3Link the company or contact when applicable.
  4. 4Assign the owner and save.
  5. 5Confirm the event appears in the expected view.

Calendar boundaries

QuoteDeck calendar state reflects events saved in QuoteDeck and any supported connected behavior shown for the account. Do not assume an external calendar conflict was checked unless the product explicitly confirms it.

Still stuck?

Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.