The calendar on the Sidely web platform is ideal for creating and managing individual events linked to a specific company or contact: a one-off call, a visit, a task, etc.
Steps to create an event
Click "➕" at the top right of the calendar
A pop-up opens to set up the event details.
Fill in the event information
Event type: Select the type (call, visit, task, etc.).
Company and contact: Link the event to a company or a contact.
Times: Set the start and end time.
Notes or comments: Add any additional information.
If you are scheduling a visit, make sure to add a form — it is required.This lets you complete the visit once the form has been 100% filled in.
Click "Save"
The event will be instantly added to the calendar.
FAQ
1. Can I link an event to several companies?
No, each event is linked to a single company. To schedule events for several companies at once, use bulk creation from the Companies page.
2. How do I edit an event after creating it?
From the calendar or the list of events, click the event to access the editing options.
3. What types of events can I create?
Sidely lets you create visits, calls, tasks, deliveries, or any other custom event.