CRM - Scheduled Events & Flagging Accounts
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Events & Flag Stages
Follow Ups & Appointments appear in the calendar section of your Pipeline
Other Flags (Contacted, Quoting, etc) appear in the Latest Flags window of your Pipeline (note: these flags are 'sticky' so you can schedule a calendar event without altering the flag stage)
Use the 'Remove Flag' or 'Next Year' to remove an account from your Latest Flags
You can also Hide an account, which suppresses it from exporting/printing. It also grays it out in your search results.
Click the edit or delete icon to take the appropriate action...like if you accidentally schedule a 4am appointment. Editing/updating a scheduled event will update the event in your calendar through the integration. Updating events on your calendar will also update your Xdate calendar on the web.