Use the CRM calendar

Plan person visits and connect business properties with companies.

CRM — PLM application screenshot
CRM · Application screenshot
  1. Open CRM Calendar from the sidebar.
  2. Navigate to the planned visit date.
  3. Follow the calendar entry to check the underlying visit rather than adding a duplicate.

Example

Open the visit from CRM Calendar to inspect its person and company. Editing that record keeps the list and calendar referring to the same visit.

Check the result: Follow the calendar entry to check the underlying visit rather than adding a duplicate.