The calendar keeps dated actions close to the opportunity they relate to.
What to add
- Viewings.
- Solicitor meetings.
- Mortgage or broker follow-ups.
- Survey dates.
- Offer, exchange or completion reminders.
Viewings are special
When a calendar item is marked as a viewing and linked to an opportunity, it also appears in that property’s viewing section. This keeps the schedule and due-diligence record connected.
Folder calendar
The calendar tab can show upcoming dated items across the current folder, making it easier to manage a shortlist without opening each deal individually.