Create a calendar event

1. 1Open Kalender from the sidebar.
2. 2Click the slot you want, or start a new event. Skapa en ny kalenderhändelse
3. 3Give it a title and set the time, or tick heldag.
4. 4Add the people from the customer side under Länkade kontakter. Use Lägg till kontakt and pick them from your CRM. If the person is not there yet, Skapa ny kontakt does it without leaving the event.
5. 5Add colleagues who should attend.
6. 6Set Privat möte if the details should not be visible to the rest of the team. See "Private meetings".
7. 7Press Skapa.Link the contacts rather than typing names into the title. A linked

contact puts the meeting on that person's record and on their company's history, which is what makes it findable later by someone who was not there. A name in the title is invisible to everything.

Moving an event is a drag to the new slot, in any view. See Move a meeting by dragging it.

Deleting asks for confirmation: ”{{title}}” raderas permanent. Om den är synkroniserad med din Google- eller Outlook-kalender tas den bort där också. For a repeating event you are asked whether you mean this occurrence or the series (”{{title}}” är en återkommande händelse. Att radera den tar bort hela serien. Om den är synkroniserad med din Google- eller Outlook-kalender tas hela serien bort där också.), so read that prompt rather than clicking through it.

With a mailbox connected, events you create here appear in your real calendar too.

Choose the kind of calendar event. Under Typ, choose Möte, Samtal, Demo, Uppföljning, Deadline, Påminnelse or Annat. The kind is saved with the event and can be changed when you edit it. Möte also offers the video call controls. A calendar reminder does not create an activity or project task. Colours still follow the calendar's colour setting, and its source filters continue to distinguish calendar events from activities, hours and emails.

A video call without Teams or Google Meet. Switch on Lägg till ett DealJourney-videosamtal (med Dealy) to give the meeting its own DealJourney call link, even with no calendar connected: Meet in a DealJourney video call from a booking or calendar event

With Dealy. Give Dealy the date, time, customer and any meeting link. Approve the proposed meeting to save it in DealJourney. A timed meeting appears in its time slot; it does not need a separate activity. Dealy can correct the time or link on an internal meeting after another approval. Dealy's calendar tool does not send invitations or create external calendar entries. To change a synced meeting, open it and use Redigera händelse.

Click a meeting in the calendar to see its times, join link and linked CRM record and contacts. Use Redigera händelse from the details to edit it. See Link a meeting to a customer, person, lead or deal for changing the CRM connection.