The calendar collects the dates attached to your work, inspections, closings, settlement dates and appointments, in one place instead of across records.
#What appears
Dates recorded against your listings and deals surface here automatically. Entering an inspection date on a property puts it on the calendar; you do not add it twice.
The record is the source
Because dates flow from the record, the calendar is only as complete as the records are. A closing date nobody entered is a closing date the calendar cannot show.
#Dates that also send email
Several dates drive triggers, so they do more than sit in a view:
| Date | Trigger |
|---|---|
| Closing date | Closing Date Reminder |
| Settlement date | Settlement Date Reminder, 14 days before by default |
#Using it well
- Enter dates on the record as soon as you know them, that is what makes both the calendar and the reminders work.
- Check it at the start of the week rather than the day.
- A date that changes should be changed on the record, not worked around.