{"id":38395,"date":"2025-04-07T13:21:21","date_gmt":"2025-04-07T10:21:21","guid":{"rendered":"https:\/\/snov.io\/knowledgebase\/?p=38395"},"modified":"2025-04-10T12:56:40","modified_gmt":"2025-04-10T09:56:40","slug":"how-to-manage-your-calendar-and-meetings-in-snov-io-crm","status":"publish","type":"post","link":"https:\/\/snov.io\/knowledgebase\/how-to-manage-your-calendar-and-meetings-in-snov-io-crm\/","title":{"rendered":"How to manage your calendar and meetings in Snov.io CRM"},"content":{"rendered":"

In this article, you\u2019ll learn how to sync your calendar, schedule tasks and meetings in Snov.io CRM and use tools like Google Calendar and Calendly to stay organized.<\/span><\/i><\/p>\n

How to schedule a meeting in CRM<\/b><\/a><\/p>\n

How to filter meetings\u00a0<\/b><\/a><\/p>\n

Calendar syncing with Google Calendar<\/b><\/a><\/p>\n

Integrating with Calendly for meeting scheduling<\/b><\/a><\/p>\n

Zoom meetings via Zapier integration<\/b><\/a>\"\"Keeping your calendar and meetings well-managed is key to staying productive. When working with deals and prospects in Snov.io CRM, you can use the built-in calendar to keep track of your meeting schedule with leads from your Snov.io campaigns.<\/span><\/p>\n

How to manage your calendar and schedule meetings in Snov.io CRM<\/b><\/h2>\n

There are two ways to make appointments in CRM. The first is to do it on the Deals page.\u00a0<\/span><\/p>\n

To schedule a meeting or call for a specific deal, go to <\/span>Deals<\/b><\/a> page in CRM and click the deal you need in your pipeline.\u00a0<\/span>\"\"Click <\/span>Schedule task<\/b>.<\/span><\/p>\n

Choose its type: <\/span>e-mail, meeting or call<\/b>.\u00a0<\/span>\"\"Set the date and duration. Click <\/span>Free <\/b>or <\/span>Busy <\/b>if you\u2019d like to be shown as available or unavailable for other meetings and calls at this time.\u00a0<\/span><\/p>\n

Add e-mails of <\/span>guests<\/b> and <\/span>location <\/b>if needed<\/span>. Clicking the option <\/span>video call <\/b>will create a Google Meet link for an online meeting. Invitations with a Google Meet link will be automatically generated and sent to e-mails of guests you added.\u00a0<\/span><\/p>\n

Another option is scheduling a meeting <\/span>from List or Calendar view <\/span>on the <\/span>Tasks page<\/span><\/a>.\u00a0<\/span><\/p>\n

Add all necessary info in a pop-up window and click <\/span>Save.<\/b>\"\"You can quickly edit meeting or call details by clicking its name in the List view. While in the Calendar view, you can add a new activity by clicking on any timeslot in the timetable or clicking on the same <\/span>Create task<\/b> button.\u00a0<\/span>\"\"<\/p>\n

How to manage meetings and their statuses<\/b><\/h3>\n

In the pipeline view, you can see if a deal has an assigned call or meeting and its status, indicated by colored icons on each deal card.<\/span>\"\"There are four statuses:<\/span><\/p>\n

\"\"a green diamond - you have meetings or calls due today\u00a0<\/span><\/p>\n

\"\"a yellow diamond - you have no meetings or calls<\/span><\/p>\n

\"\"a gray diamond - you have upcoming meetings or calls<\/span><\/p>\n

\"\"a red diamond - you have overdue meetings or calls<\/span><\/p>\n

Click the status icon to <\/span>access all meetings or calls related to a deal or create a new one directly from a pipeline.<\/span>\"\"Columns and details are clickable and customizable. Hover your mouse over the details you want to change, click the <\/span>Edit <\/b>icon and change the info.\u00a0<\/span>\"\"You can quickly edit meeting details by clicking on its title.<\/span><\/p>\n

Calendar view lets you quickly reschedule a meeting or call by dragging it to a different timeslot.<\/span><\/p>\n

How to filter meetings\u00a0<\/b><\/h3>\n

In both Calendar and List views, you can filter your meetings, calls and tasks by time, type of activity and team member.<\/span>\"\"While viewing meetings as a list, choose one of the options in the drop-down menu:<\/span><\/p>\n