Close Event
Use for appointments you want tracked by your team.
Scheduled customer appointments to close deals
Shows up on team calendars and reports
Counts toward your stats and KPIs
Your manager can see these appointments
Example: You have an appointment to present a solar proposal to a customer and close the sale.
Personal Comeback
Use for personal reminders and follow-ups.
Return visits and follow-ups
Personal reminders to revisit a location
Not tracked by your team or in reports
Only you see these on your calendar
Example: A homeowner says "I'm busy now, come back tomorrow at 3pm" - create a Comeback to remind yourself.
Quick Rule
Closing a deal? β Use Close Event
Personal reminder? β Use Comeback
