Use Sales Calendar and customer Records

Sales Calendar shows customer and enquiry follow-ups for the selected company. It does not allocate resources. Enquiries depend on the company sales pipeline; direct customer reminders remain separate.

Find follow-ups in Sales Calendar

1. Open Sales Manager → Calendar. Open the current-view selector and choose Day, Week, Month, Year or Schedule, then use the period arrows or current-period action to reach the required dates.
2. Use the team selection to show the people whose follow-ups you need. Include Unassigned when looking for work without an owner. Use the search control above the small calendar to narrow the visible entries.
3. Select a follow-up to open its detail. Check whether it belongs to a customer or enquiry, its due date and owner, and the recorded booking facts. An absent older booking fact is shown as unavailable rather than guessed.
4. Choose Complete to record what happened, or Delay to change the due date, time or owner. Review the form, save, then wait for the calendar to refresh. Open the source record if you need its full history.

If the calendar cannot load, use its retry action. An empty period, no selected team members and a load error mean different things. Calendar choices for date, view and members are retained for the current signed-in company session; member colours are saved separately for your account and company.

Review customer Records

1. Open Sales Manager → All records for company-wide history, or open one customer and select Records for that customer only. These Records views require the company's Sales Manager feature access.
2. Enter text in Search records. In All records, set Follow-up from and Follow-up to for follow-up dates. In customer Records, open Filters to choose Activity kind, Enquiry, From date or To date for the performed records. Performed by opens a checkbox multi-selection in the table. On All records, Customer: All opens the multi-customer panel; select customers and Done, or All customers to clear it.
3. Use sortable headings and numbered paging to browse the matching records. The shared table starts with Performed, Performed by, Type and Notes. All records adds a leading coloured Customer column; the customer-scoped table omits it.
4. Open a row for full notes, outcome and follow-up details. Older entries may have no known performer or time; missing values are not guessed.
5. In All records, select Add record, select the customer first, then complete Type, Performed date, performer, notes and outcome. On the customer's Records tab, New record already has that customer selected.
6. Turn on Schedule next follow-up when another contact is needed. Enter Next follow-up date, optional time and the available owner selection. Select Save record and wait for the saved row and follow-up result. Cancel or dismissing the panel does not save it.

Use Link enquiry history only to associate an older enquiry history with this customer; preview and confirm that specific enquiry. The company activity section remains beside or below the Sales tabs without being duplicated when switching tabs. A linked enquiry keeps its own owner and documents. If a save fails, retain the form and use its retry; check the saved table before adding a second entry.

Edit a note and its next follow-up

1. Open an ordinary Note row and choose its edit action. Check the customer before changing the notes or outcome.
2. Turn on Schedule next follow-up to add one, change its date/time/owner to reschedule it, or turn it off to remove the pending follow-up.
3. Select Save changes and wait for confirmation. Reopen the record to check the saved note and follow-up. Completed reminders and enquiry-owned follow-ups keep their separate workflows.
4. If another person changed the follow-up meanwhile, reload the current record before saving again. An uncertain or failed save is not confirmation that the reminder changed.

Complete a follow-up with a record

1. Open the pending customer or enquiry follow-up from Calendar or its record.
2. Select Complete. Enter the performed date, optional time, performer, outcome and notes in the side panel. Add a next follow-up and owner if another contact is needed.
3. Select Complete follow-up and wait for confirmation. The completed reminder becomes a structured record; a chosen next follow-up becomes a new pending reminder. Cancel leaves the original follow-up open.

If saving is uncertain, use the panel's retry instead of completing the reminder again from another screen. See manage enquiries and follow-up work for enquiry preparation and read sales activity for the separate activity history.

FAQ

Does Sales Calendar book a resource?

No. Find follow-ups in Sales Calendar shows and maintains reminders. Use Resource Manager for allocation.

Why is an older record missing a performer or time?

Those details were not always recorded. Review customer Records without assuming a missing value means midnight or the person who entered the record performed it.