The calendar
The calendar puts your follow-ups (on their due date) and your demos, meetings and visits (on the day they happen) on one page. Subscription renewals and trial ends appear too when your role includes subscriptions.
Find your way around
- Choose Month, Week or Agenda. Agenda is a simple list, handy on a phone.
- Use the arrows to go back and forward, and Today to come back to now.
- If your role lets you see the team, Mine and Everyone switch between your calendar and the team's.
- The legend explains the colours: follow-up, demo, meeting, visit, renewal, trial end.
Act on an entry
- Select an entry to see when it is, the company, contact, opportunity and owner.
- For a follow-up: Complete, Reschedule or Open.
- To move a follow-up quickly, drag it to another day.
Schedule follow-up at the top adds a new one and brings you back to the calendar.
If ASTRO says there are more entries than it can show, switch to a week or to your own calendar.