Follow these steps to create a recurring Event:
- Log in to the CRM.
- Click the main Menu.
- Go to Essentials > Events. The Events Page opens.
- Open an existing Event. You can also create a new one.
- Click Edit on the top right.
- Go to the Recurrence Details block.
- Enable the Recurring event toggle button.
- Enter or select the following information:
- Frequency - Choose whether to schedule the recurring event in days, weeks, months, or years.
- Repeat - Choose when the event must occur. For example, every 2 weeks.
- On - Choose the days on which the event must occur.
- Number of recurrences - Choose the number of times the event must recur. The date until the event recurs is automatically shown.
- Click Save.
When you mark an event as recurring and set up the recurrence details, an event record is created in the CRM until the end date.