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Session 6 — Calendar & deals

Goal: Touch pipeline and schedule.

Calendar

  1. Open Calendar (g then c).
  2. Create a New appointment for a person (pick a time this week).
  3. Confirm it shows on the week grid.

Deals

  1. Open Deals (g then e).
  2. Create a New deal or open an existing card.
  3. Move it one stage (e.g. Prospecting → Active).

Next: Session 7 — Team tools (admin) — skip if you are not an admin.