CRM calendar and meetings
The CRM calendar shows meetings, tasks with a due date and deal close dates in one place. Open it in the portal at https://portal.qr-x.app/crm/calendar.
Who can use it
You need access to the CRM and the calendar permission for your role.
Team calendar views only show what your role is allowed to see for each teammate.
Views and filters
Switch between Month, Week, Day and Agenda. Use Today, previous and next to move the range. Filters let you show meetings, tasks or deal closes, and choose which team members appear when you may see their calendar. On each event card you see who it is with (linked CRM person, invitee, company or deal) and the location or online meeting when those are set, so you can scan the calendar without opening every item.
Schedule a meeting
Click New meeting.
Enter a title, start and end (or all day), optional location or online link.
Pick the organizer and optional team attendees.
Link a person and/or company when the meeting is about a record.
Set a reminder if you want one, then Save.
The meeting appears on the calendar and on the linked record timeline.
Calendar sync and booking
Use Sync & booking on the calendar to connect Google or Microsoft when those providers are configured for your account, and to create public booking links. See the article CRM calendar sync and booking links for details. Connectors stay disabled until provider credentials are verified.
Log a conversation
On the CRM dashboard and on every person, company or deal page you can open Log conversation. Write what you discussed, optionally mention teammates, and choose a follow-up task or meeting in the same flow. This creates a note on the record without a new activity store.
When to contact QrX support
Contact QrX support if a meeting you saved does not appear for colleagues who should see it, or if calendar permissions look wrong for your role.
Open, edit and delete meetings
Click a meeting in Month, Week, Day or Agenda to open its details: times, status, organizer, attendees, location, meeting link, description and reminder. A bell marks items with a reminder; the day agenda and meeting details show its scheduled time or No reminder. Select a date in Month to see its day agenda. Task and deal items open their own CRM record.
Choose Edit to change the meeting or its reminder. Choose Delete and confirm to remove it. Edit and Delete appear only when your role allows the action. If someone changed the meeting, reload the latest details before trying again.
Delete from the edit panel
When editing an existing item, use Delete at the bottom of the panel and confirm. Cancel keeps the item. Delete is available only when your role allows it. New items do not show Delete.