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Sales CRM · Core workflow

Use the Calendar for Meetings and Installations

Schedule customer appointments, software demonstrations, project tasks and installations from the connected CRM calendar.

9 minutes5 stepsVisual + written guide

BEFORE YOU START

  • Customer record
  • Assigned staff
  • Confirmed or tentative date range

WHAT THIS IMPROVES

  • Unified appointment schedule
  • Customer-linked meetings
  • Clear installation expectations
Open Sales CRM demo

WRITTEN WALKTHROUGH

Complete the workflow step by step.

01

Open the working calendar

Use Calendar from the CRM dashboard to view follow-ups, appointments, project tasks and installation events.

Why this mattersThe calendar is the operating view of scheduled customer commitments.
SALES CRM
AccountCompany profileAdd to calendar
TOOL SHOWNCalendarAdd to calendar
PropertiesLabelQuantityNotesStatus
CalendarThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
02

Create the event

Choose Meeting, Demonstration, Site Visit, Installation or Task, then select date, start time, expected duration and assigned users.

Why this mattersEvent type and ownership determine who sees the schedule and what preparation is required.
SALES CRM
AccountCompany profileSave activity
TOOL SHOWNCustomer workspaceSave activity
PropertiesLabelQuantityNotesStatus
Customer workspaceThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
03

Connect the customer record

Attach the customer, service address, proposal and relevant plan to the event.

Why this mattersTechnicians and sales users can open the information they need without searching another system.
SALES CRM
AccountCompany profileSave customer record
TOOL SHOWNCustomer & projectSave customer record
PropertiesLabelQuantityNotesStatus
Customer & projectThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
04

Create a video meeting when needed

Generate a private meeting link for software demonstrations or project reviews. A1OSIS host screen-sharing permission remains limited to designated A1OSIS users.

Why this mattersRemote reviews keep sensitive host capabilities controlled while customers join from phone or computer.
SALES CRM
AccountCompany profileAdd to calendar
TOOL SHOWNCalendarAdd to calendar
PropertiesLabelQuantityNotesStatus
CalendarThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
05

Send and update expectations

Use the prepared scheduling email to confirm the day, work duration, access requirements and what the customer should expect.

Why this mattersClear preparation reduces missed appointments and site delays.
SALES CRM
AccountCompany profileSave activity
TOOL SHOWNCustomer workspaceSave activity
PropertiesLabelQuantityNotesStatus
Customer workspaceThe pointer identifies the exact control used in this step; the explanation stays outside the working area.

COMPLETION CHECK

Confirm the result before moving on.

  • Event appears on the correct date and timezone
  • Customer and project are attached
  • Assigned users can see the event
  • Customer confirmation contains accurate expectations

NEXT TUTORIAL

Manage Proposal Status and Recommended Workflow

Track visual proposals from draft through payment and use context-aware workflow recommendations to move each project forward.

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