🗓️ Direct link to the Opportunity record from the menu Calendar view
T
Théo JUSTINE
Inside the calendar view, it would be extremely helpful to have a direct link to the Opportunity record of the contact who booked the appointment (if one exists).
Right now, users have to:
1. copy the contact’s name,
2. go to the Opportunities tab menu,
3. search manually for the record.
That’s a lot of unnecessary clicks — especially when the goal is simply to:
• add a quick post-call note,
• update a tag or status,
• or move the opportunity along the pipeline.
👉 A “View Opportunity” button or shortcut in the appointment pop-up would dramatically improve workflow and save time for anyone managing leads through the calendar.
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