SCREEN GUIDE · 11 OCT 2026

Demo Calendar & Follow-ups

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

Try guided demo →Download guide ↓

OVERVIEW

What you can do

Today/upcoming/overdue

UTC calendar

Schedule and reschedule

Completed/no-show/cancelled outcomes

Priority tasks

In-app reminders

BEFORE YOU BEGIN

Access & setup

Intended access: Platform administrator.

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

Use the public sample demo to learn this flow. Your assigned ERP account determines access to actual school records.

STEP BY STEP

How the workflow works

01
Review today’s or overdue work
Platform administrator access.
02
Schedule the demo or follow-up against an open walkthrough enquiry
UTC calendar is part of the documented workflow.
03
Record the outcome and optional next follow-up
Schedule and reschedule is part of the documented workflow.
04
Complete tasks and review the connected CRM history
Review the result in the connected record or workspace before moving on.

Request fields to understand

Source-declared fields used by related operations; each operation has its own validation and scope.

Field	Declared type	Input
`title`	string	Required by declaration
`dueAt`	string	Required by declaration
`priority`	string	Required by declaration
`assignedToId`	string\|null	Optional
`leadId`	string\|null	Optional
`note`	string	Required by declaration

CURRENT BEHAVIOUR

Rules & 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.

Source inventory checked on 11 October 2026. Guide availability confirms documentation publication, not certification of every external service or device flow.

LEARN BY DOING

Try demo calendar & follow-ups

Open a guided sample workspace, try the available actions, then reset whenever you like. No login required.

Launch guided demo →

FOR IMPLEMENTERS

API & permissions reference

These are the source-matched API operations connected to this guide. Reading this reference does not execute any request.

5 source-declared operations

GET/api/v1/saas/marketing-leads

List