Show colleagues' calendars and your follow-ups

When you’re finding a time that suits everyone, show just the people involved. Tick My Activities to see the calls and tasks you’ve planned with contacts and leads on the same calendar as your meetings.

Who can do this

Everyone who can open Meetings. Hiding or showing calendars changes only what you see; it never shows you a meeting you aren’t allowed to see.

Choose whose calendars show

1. Open the list — Go to Meetings. In the sidebar, the Calendars list has a row for each person in your organisation.
2. Hide someone — Untick a person. Meetings they organise disappear from the calendar, the mini calendar’s dots and Upcoming.
3. Show everyone again — Tick the box beside Calendars (Show every calendar).

Spine remembers which calendars you’ve hidden on this device, so they stay hidden next time. If you’re the only person in the organisation, the list says “No team members yet.”

Show your follow-ups

1. Tick My Activities — In the sidebar, tick My Activities.
2. Read them — Your activities with a follow-up date show on their days, marked Activity. The mini calendar counts them in its dots too.
3. Open one — Press an activity to see its type and “Due …” date.

To tick off or change a follow-up, open the contact or lead it belongs to. See Contacts and pipeline.

Tip

On a small screen, press Mini calendar above the calendar to reach the Calendars list and My Activities.

What you can see

• Owners see every meeting, private or not.
• Staff and Field crew see meetings visible to everyone in the organisation, and private meetings they organise or are invited to.

Rights to edit other people’s meetings never widen this. See Invite people and choose who sees a meeting.