Calendar overview

What this is for

Your team schedule in SAM — activities, appointments, calls, and routine tasks on a shared calendar linked to contacts, properties, and Google sync. Each activity has an activity type (To Do, Call, Appointment, Automation, etc.) for filtering and reporting.

When to use it

Use when planning your day, assigning work, or reviewing team availability.

Steps

1. Open Calendar from the main menu.
2. Browse by Day, Week, Month, Schedule, or Timeline views.
3. Tap empty time to create an activity, or tap an existing item for details.
4. Filter by team member, activity type, and show or hide completed activities.

Related

When contract dates change on a listing or transaction, linked Routine activities can reschedule — so your calendar reflects the deal, not a static checklist.