Overview

The Calendar lives in the Sales Ops module and gives you a shared view of meetings, events, and anything else time-bound — with AI meeting prep built in.

Calendar views

The Calendar offers Month, Week, Day, and Agenda views. Switch views from the toggle at the top to move between a high-level overview and a detailed day plan.

Creating events

Create an event from the calendar. The event modal covers the event type, an all-day toggle, recurrence, and links to related records — a contact, a deal, an account, or a mission — so an event stays connected to the work it belongs to.

AI meeting prep

Open an event and click "📋 Prepare with AI". Revnator generates a briefing from the event's linked contact, deal, and account — who you are meeting, where the deal stands, and what to focus on. The brief expands inline in the event popover.

Linked records

Because events link to contacts, deals, and accounts, a meeting also appears on those records — for example on a contact's Activity tab — keeping the full history in one place.