# Demo Calendar & Follow-ups

Turn CRM dates into daily work and manage product demos and platform follow-up tasks.

Category: Platform
Guide: https://avkul.in/docs/guides/screen-saas-marketing-workspace/
Guided sample demo: https://avkul.in/docs/demo/screen-saas-marketing-workspace/
Snapshot: 11 October 2026

## Features

- Today/upcoming/overdue
- UTC calendar
- Schedule and reschedule
- Completed/no-show/cancelled outcomes
- Priority tasks
- In-app reminders

## Access and setup

Intended access: Platform administrator
- Platform administrator access.
- Choose the relevant school, academic session or child before working.


## Workflow

1. Review today’s or overdue work.
2. Schedule the demo or follow-up against an open walkthrough enquiry.
3. Record the outcome and optional next follow-up.
4. Complete tasks and review the connected CRM history.

## Fields and controls

- title (string, declared required)
- dueAt (string, declared required)
- priority (string, declared required)
- assignedToId (string|null, optional)
- leadId (string|null, optional)
- note (string, declared required)

## Current limits

- Campaign links are tracked only where collection is enabled. In-app reminders do not send outbound messages. Marketing administration requires the platform-admin flag.

## Actual application access

- https://avkul.in/en/saas/marketing-workspace

## API reference

- GET /api/v1/saas/marketing-leads — List; Platform admin
- GET /api/v1/saas/marketing-leads/owners — Owners; Platform admin
- GET /api/v1/saas/marketing-workspace — List; Platform admin
- GET /api/v1/saas/marketing-workspace/leads — Leads; Platform admin
- POST /api/v1/saas/marketing-workspace/tasks — Create; Platform admin

## Demo access

No login is required for the guided sample demo. Its fictional records and actions stay in this browser tab; they do not modify ERP records or send messages/payments. An assigned account is required for the actual ERP links.

Source inventory checked on 11 October 2026. This source inventory is not a certification of every external provider or device flow.