Displaying Activities in the Calendar

Learn how to display activities on calendar.

To display the calendar:

  1. Tap on and select Activities.

    Activities are displayed in month view by default.



    The activity types are color-coded.

  2. You can:
    • Switch between day, week and month view.

      You can also double-tap to switch from one view to the next one, i.e. if you double-tap in the month view, you switch to the week view or from the week view to the day view.

    • Tap on (Filter) to select the desired filter. By default, you can limit the hits by type or start date.
    • Tap on the month displayed in the upper left corner (

      ) and select the desired date. Tap on Today to switch to the current date. The current date is marked with an orange bar.


    • Tap on to select the desired rep(s) whose activities you want to display in the calendar.
    • Tap on to select the iPad calendars you want to display in the CRM.pad calendar.